Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,635,522
-$45,765 QoQ
Shares Held
35,082
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#428
of 1,279 holders
Holding Since
Jun 2025
5 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, 2026Nilsine Partners, LLC holds $8,234,896 across 12 Utilities - Regulated Electric names. EXC ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,834 | $2,004,140 | |
| 2 | EXC |
Exelon Corp
This page
|
35,082 | $1,635,522 | |
| 3 | DUK |
Duke Energy CORP
|
8,536 | $1,080,486 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,910 | $945,357 | |
| 5 | SO |
Southern Co
|
6,547 | $626,613 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,619 | $422,590 | |
| 7 | D |
Dominion Energy, Inc
|
5,725 | $390,960 | |
| 8 | EIX |
Edison International
|
4,035 | $300,405 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,522 | 35,082 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,681,287 | 34,298 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,320,820 | 30,301 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,264,645 | 28,097 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,093,793 | 25,191 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||