Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,000,418
-$42,776 QoQ
Shares Held
21,459
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#516
of 1,276 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026V-Square Quantitative Management LLC holds $14,466,668 across 24 Utilities - Regulated Electric names. EXC ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,917 | $1,309,265 | |
| 2 | ED |
Consolidated Edison Inc
|
10,666 | $1,179,979 | |
| 3 | EIX |
Edison International
|
14,225 | $1,059,051 | |
| 4 | EXC |
Exelon Corp
This page
|
21,459 | $1,000,418 | |
| 5 | DUK |
Duke Energy CORP
|
7,160 | $906,312 | |
| 6 | CMS |
Cms Energy Corp
|
11,560 | $884,340 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,866 | $800,724 | |
| 8 | SO |
Southern Co
|
8,004 | $766,062 |
All Filings in EXC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,418 | 21,459 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,043,194 | 21,281 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $909,810 | 20,872 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,055,619 | 23,453 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $984,331 | 22,670 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $993,438 | 21,559 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $812,308 | 21,581 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $888,450 | 21,910 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $738,785 | 21,346 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $755,044 | 20,097 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $579,749 | 16,149 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $443,503 | 11,736 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $261,917 | 6,429 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $275,510 | 6,577 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||