Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$90,536
-$1,090,355 QoQ
Shares Held
1,942
-91.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,006
of 1,277 holders
Holding Since
Mar 2025
6 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, 2026TOUNJIAN ADVISORY PARTNERS, LLC holds $424,865 across 24 Utilities - Regulated Electric names. EXC ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
1,942 | $90,536 | |
| 2 | SO |
Southern Co
|
849 | $81,257 | |
| 3 | DTE |
Dte Energy Co
|
460 | $70,090 | |
| 4 | AEE |
Ameren Corp
|
391 | $44,198 | |
| 5 | NEE |
Nextera Energy Inc
|
359 | $31,509 | |
| 6 | AEP |
American Electric Power Co Inc
|
140 | $19,153 | |
| 7 | ETR |
Entergy Corp /De/
|
154 | $17,688 | |
| 8 | XEL |
Xcel Energy Inc
|
174 | $13,972 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,536 | 1,942 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,180,891 | 24,090 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $983,651 | 22,566 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,485,034 | 77,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,129,366 | 72,072 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,394,252 | 73,660 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||