Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$85,920
-$1,237 QoQ
Shares Held
1,843
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,010
of 1,279 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Y.D. More Investments Ltd holds $1,388,255 across 13 Utilities - Regulated Electric names. EXC ranks #9 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,770 | $594,202 | |
| 2 | D |
Dominion Energy, Inc
|
1,691 | $115,478 | |
| 3 | ETR |
Entergy Corp /De/
|
972 | $111,643 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
980 | $104,860 | |
| 5 | ES |
Eversource Energy
|
1,415 | $102,262 | |
| 6 | EVRG |
Evergy, Inc.
|
1,093 | $94,467 | |
| 7 | FE |
Firstenergy Corp
|
1,876 | $89,185 | |
| 8 | DTE |
Dte Energy Co
|
567 | $86,393 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,920 | 1,843 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $87,157 | 1,778 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $79,072 | 1,814 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $120,986 | 2,688 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $148,496 | 3,420 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $125,844 | 2,731 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $117,399 | 3,119 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $112,688 | 2,779 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $92,962 | 2,686 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||