Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$239,999
-$12,355 QoQ
Shares Held
5,148
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#886
of 1,279 holders
Holding Since
Mar 2022
15 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, 2026MTM Investment Management, LLC holds $7,779,629 across 15 Utilities - Regulated Electric names. EXC ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,669 | $4,179,559 | |
| 2 | DUK |
Duke Energy CORP
|
12,516 | $1,584,275 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,610 | $304,769 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,167 | $271,594 | |
| 5 | D |
Dominion Energy, Inc
|
3,540 | $241,746 | |
| 6 | EXC |
Exelon Corp
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|
5,148 | $239,999 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 8 | NEE |
Nextera Energy Inc
|
2,242 | $196,780 |
All Filings in EXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,999 | 5,148 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $252,354 | 5,148 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $224,401 | 5,148 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $231,711 | 5,148 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $223,526 | 5,148 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $237,219 | 5,148 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $225,782 | 5,568 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $209,189 | 5,568 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $210,414 | 5,568 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $226,840 | 5,568 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $233,243 | 5,568 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $240,704 | 5,568 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $208,577 | 5,568 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $252,341 | 5,568 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $265,203 | 5,568 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||