Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$222,004
-$17,556 QoQ
Shares Held
4,762
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#920
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026RD Lewis Holdings, Inc. holds $5,533,122 across 3 Utilities - Regulated Electric names. EXC ranks #3 (4.0% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,004 | 4,762 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $239,560 | 4,887 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $212,370 | 4,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $219,288 | 4,872 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $211,542 | 4,872 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $238,556 | 5,177 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $199,379 | 5,297 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||