Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$24,848
-$1,818 QoQ
Shares Held
533
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,105
of 1,279 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $1,073,643 across 25 Utilities - Regulated Electric names. EXC ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,478 | $305,264 | |
| 2 | CMS |
Cms Energy Corp
|
1,177 | $90,040 | |
| 3 | NGG |
National Grid PLC
|
1,081 | $89,582 | |
| 4 | D |
Dominion Energy, Inc
|
1,120 | $76,484 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
517 | $60,370 | |
| 6 | SO |
Southern Co
|
563 | $53,884 | |
| 7 | DUK |
Duke Energy CORP
|
414 | $52,404 | |
| 8 | XEL |
Xcel Energy Inc
|
630 | $50,589 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,848 | 533 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $26,666 | 544 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,189 | 532 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,945 | 532 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,099 | 532 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $24,514 | 532 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,755 | 578 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $23,437 | 578 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $20,281 | 586 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $20,099 | 535 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $33,746 | 940 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||