Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$486,386
+$17,755 QoQ
Shares Held
10,433
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#675
of 1,279 holders
Holding Since
Mar 2020
23 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, 2026Platform Technology Partners holds $12,592,742 across 11 Utilities - Regulated Electric names. EXC ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,260 | $3,884,700 | |
| 2 | DUK |
Duke Energy CORP
|
22,181 | $2,807,670 | |
| 3 | D |
Dominion Energy, Inc
|
27,342 | $1,867,185 | |
| 4 | ED |
Consolidated Edison Inc
|
9,753 | $1,078,974 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,277 | $858,756 | |
| 6 | EXC |
Exelon Corp
This page
|
10,433 | $486,386 | |
| 7 | ETR |
Entergy Corp /De/
|
4,103 | $471,270 | |
| 8 | SO |
Southern Co
|
4,107 | $393,080 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,386 | 10,433 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468,631 | 9,560 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $354,691 | 8,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $362,060 | 8,044 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $366,421 | 8,439 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $365,829 | 7,939 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $298,823 | 7,939 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $321,967 | 7,940 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $269,300 | 7,781 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $279,337 | 7,781 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $416,483 | 11,021 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $448,995 | 11,021 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $667,559 | 15,936 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $683,379 | 15,808 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $585,349 | 15,626 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $662,850 | 14,626 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $691,301 | 14,514 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $849,592 | 14,709 | Shares | Sole | 2022-02-01 | |
| 2021-06-30 | $419,439 | 9,466 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $547,424 | 12,966 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $460,266 | 12,871 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $467,089 | 12,871 | Shares | Sole | 2020-11-30 | |
| 2020-03-31 | $424,088 | 11,521 | Shares | Sole | 2020-11-30 | |
| No filing history on record for this holder in this stock. | ||||||