Position in EXC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$341,351
-$18,406 QoQ
Shares Held
7,322
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#771
of 1,279 holders
Holding Since
Mar 2024
10 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, 2026CGN Advisors LLC holds $5,384,047 across 5 Utilities - Regulated Electric names. EXC ranks #3 (6.3% of the industry book) .
All Filings in EXC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,351 | 7,322 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $359,757 | 7,339 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $322,348 | 7,395 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $328,527 | 7,299 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $316,879 | 7,298 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $333,757 | 7,243 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $271,949 | 7,225 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $292,973 | 7,225 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $250,057 | 7,225 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $271,443 | 7,225 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||