Position in EXC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$55,524
-$2,858 QoQ
Shares Held
1,191
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,041
of 1,277 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Leo H. Evart, Inc. holds $478,616 across 7 Utilities - Regulated Electric names. EXC ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
2,029 | $151,059 | |
| 2 | AEP |
American Electric Power Co Inc
|
594 | $81,265 | |
| 3 | D |
Dominion Energy, Inc
|
928 | $63,373 | |
| 4 | DTE |
Dte Energy Co
|
410 | $62,471 | |
| 5 | EXC |
Exelon Corp
This page
|
1,191 | $55,524 | |
| 6 | PCG |
PG&E Corp
|
2,686 | $45,178 | |
| 7 | DUK |
Duke Energy CORP
|
156 | $19,746 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,524 | 1,191 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $58,382 | 1,191 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||