Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,871,594
+$7,828,671 QoQ
Shares Held
297,546
+99.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#194
of 1,279 holders
Holding Since
Sep 2024
2 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, 2026Harvest Portfolios Group Inc. holds $108,064,235 across 8 Utilities - Regulated Electric names. EXC ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
356,449 | $18,898,925 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
131,382 | $14,057,874 | |
| 3 | ES |
Eversource Energy
|
194,219 | $14,036,207 | |
| 4 | EXC |
Exelon Corp
This page
|
297,546 | $13,871,594 | |
| 5 | EIX |
Edison International
|
184,689 | $13,750,096 | |
| 6 | FE |
Firstenergy Corp
|
288,530 | $13,716,716 | |
| 7 | D |
Dominion Energy, Inc
|
197,131 | $13,462,075 | |
| 8 | FTS |
Fortis Inc.
|
109,571 | $6,270,748 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,871,594 | 297,546 | Shares | Sole | 2026-08-13 | |
| 2024-09-30 | $6,042,923 | 149,024 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||