Position in EXC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$567,365
-$29,306 QoQ
Shares Held
12,170
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#628
of 1,279 holders
Holding Since
Sep 2024
8 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, 2026CORA CAPITAL ADVISORS LLC holds $1,175,396 across 3 Utilities - Regulated Electric names. EXC ranks #1 (48.3% of the industry book) .
All Filings in EXC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,365 | 12,170 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $596,671 | 12,172 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $527,308 | 12,097 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $537,419 | 11,940 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $518,651 | 11,945 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $550,333 | 11,943 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $449,496 | 11,942 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $484,288 | 11,943 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||