Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$282,377
-$14,537 QoQ
Shares Held
6,057
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#824
of 1,279 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Square, LLC holds $4,084,211 across 4 Utilities - Regulated Electric names. EXC ranks #4 (6.9% of the industry book) .
All Filings in EXC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,377 | 6,057 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $296,914 | 6,057 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $264,024 | 6,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $311,109 | 6,912 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $421,217 | 9,701 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $416,424 | 9,037 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $364,957 | 9,696 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $397,754 | 9,809 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $259,471 | 7,497 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||