Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$130,769
-$2,271 QoQ
Shares Held
2,805
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#988
of 1,279 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $512,047 across 4 Utilities - Regulated Electric names. EXC ranks #2 (25.5% of the industry book) .
All Filings in EXC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,769 | 2,805 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $133,040 | 2,714 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $117,431 | 2,694 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $120,266 | 2,672 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $115,063 | 2,650 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $147,087 | 3,192 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $120,146 | 3,192 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $126,840 | 3,128 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $108,260 | 3,128 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $117,518 | 3,128 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $112,295 | 3,128 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $118,547 | 3,137 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $127,801 | 3,137 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $135,612 | 3,137 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||