Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$41,958
-$2,160 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,066
of 1,276 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Investment Research & Advisory Group, Inc. holds $339,117 across 4 Utilities - Regulated Electric names. EXC ranks #3 (12.4% of the industry book) .
All Filings in EXC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,958 | 900 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $44,118 | 900 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $39,231 | 900 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $40,509 | 900 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $39,078 | 900 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||