Position in EXC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,779,483
+$307,887 QoQ
Shares Held
56,701
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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, 2026Empire Financial Management Company, LLC holds $3,542,467 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
27,986 | $3,542,467 |
All Filings in EXC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,779,483 | 56,701 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,471,596 | 56,701 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,552,112 | 56,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,461,957 | 56,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,613,242 | 56,711 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,134,602 | 56,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,340,181 | 57,711 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,983,533 | 57,311 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,179,473 | 58,011 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,082,594 | 58,011 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,192,235 | 58,011 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,375,590 | 58,311 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,442,647 | 58,311 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||