Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,944
-$820 QoQ
Shares Held
342
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,143
of 1,277 holders
Holding Since
Dec 2023
11 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, 2026Fairman Group, LLC holds $83,750 across 8 Utilities - Regulated Electric names. EXC ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
318 | $25,808 | |
| 2 | PPL |
PPL Corp
|
486 | $17,666 | |
| 3 | EXC |
Exelon Corp
This page
|
342 | $15,944 | |
| 4 | XEL |
Xcel Energy Inc
|
86 | $6,905 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
55 | $6,422 | |
| 6 | CMS |
Cms Energy Corp
|
78 | $5,967 | |
| 7 | PCG |
PG&E Corp
|
206 | $3,464 | |
| 8 | NGG |
National Grid PLC
|
19 | $1,574 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,944 | 342 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $16,764 | 342 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,907 | 342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,393 | 342 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,849 | 342 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $15,759 | 342 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,792 | 393 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,936 | 393 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $13,601 | 393 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,765 | 393 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,821 | 190 | Shares | Sole | 2024-03-26 | |
| No filing history on record for this holder in this stock. | ||||||