Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,501,159
-$742,869 QoQ
Shares Held
139,450
-5.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#268
of 1,279 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. EXC ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
This page
|
139,450 | $6,501,159 |
All Filings in EXC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,501,159 | 139,450 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,244,028 | 147,777 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,508,379 | 149,309 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,085,969 | 157,431 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,145,412 | 164,565 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,494,589 | 162,643 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,504,850 | 146,250 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,012,875 | 148,283 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,166,234 | 149,270 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,807,683 | 154,583 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,232,850 | 173,617 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,029,092 | 159,542 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,687,633 | 164,154 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,687,192 | 183,509 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,406,030 | 194,449 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $7,112,717 | 189,875 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,654,805 | 190,971 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,481,751 | 199,071 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,197,125 | 193,856 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||