Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$512,820
-$26,400 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#655
of 1,279 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Smith Group Asset Management, LLC holds $4,050,199 across 5 Utilities - Regulated Electric names. EXC ranks #4 (12.7% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,820 | 11,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $539,220 | 11,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $479,490 | 11,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $495,110 | 11,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $477,620 | 11,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $506,880 | 11,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $414,040 | 11,000 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||