Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$151,981
-$7,824 QoQ
Shares Held
3,260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#981
of 1,279 holders
Holding Since
Jun 2025
5 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. EXC ranks #10 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,760 | $505,554 | |
| 2 | DUK |
Duke Energy CORP
|
2,844 | $359,992 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,078 | $284,291 | |
| 4 | D |
Dominion Energy, Inc
|
3,640 | $248,575 | |
| 5 | ES |
Eversource Energy
|
2,682 | $193,828 | |
| 6 | DTE |
Dte Energy Co
|
1,270 | $193,509 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,636 | $191,035 | |
| 8 | FE |
Firstenergy Corp
|
3,973 | $188,876 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,981 | 3,260 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $159,805 | 3,260 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $137,744 | 3,160 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $116,575 | 2,590 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $118,102 | 2,720 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||