Position in EXC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$8,205
-$422 QoQ
Shares Held
176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,188
of 1,276 holders
Holding Since
Dec 2022
15 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, 2026JDM Financial Group LLC holds $35,720 across 5 Utilities - Regulated Electric names. EXC ranks #3 (23.0% of the industry book) .
All Filings in EXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,205 | 176 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $8,627 | 176 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $7,671 | 176 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,921 | 176 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,641 | 176 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,110 | 176 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,624 | 176 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $8,191 | 202 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $6,091 | 176 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,612 | 176 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,318 | 176 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,651 | 176 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,170 | 176 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,372 | 176 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,608 | 176 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||