Position in EXC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$9,215
+$1,021 QoQ
Shares Held
188
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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 Mar 31, 2026Financial Connections Group, Inc. holds $515,380 across 7 Utilities - Regulated Electric names. EXC ranks #5 (1.8% of the industry book) .
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,215 | 188 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,194 | 188 | Shares | Sole | 2026-01-23 | |
| 2024-06-30 | $3,218 | 93 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4 | 93 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||