Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$329,603
-$16,429 QoQ
Shares Held
7,070
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#779
of 1,277 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, 2026KENNEDY INVESTMENT GROUP, INC. holds $3,125,610 across 3 Utilities - Regulated Electric names. EXC ranks #3 (10.5% of the industry book) .
All Filings in EXC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,603 | 7,070 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $346,032 | 7,059 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $316,027 | 7,250 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $324,162 | 7,202 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $295,256 | 6,800 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $314,910 | 6,834 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $254,747 | 6,768 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $272,779 | 6,727 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $237,978 | 6,876 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $275,200 | 7,325 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $261,675 | 7,289 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $363,199 | 9,611 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $402,226 | 9,873 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $410,773 | 9,806 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $422,962 | 9,784 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||