Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$99,487
-$68,651 QoQ
Shares Held
2,134
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,003
of 1,279 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, 2026Curat Global, LLC holds $1,130,872 across 9 Utilities - Regulated Electric names. EXC ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,520 | $289,447 | |
| 2 | D |
Dominion Energy, Inc
|
3,600 | $245,844 | |
| 3 | DUK |
Duke Energy CORP
|
1,666 | $210,882 | |
| 4 | FE |
Firstenergy Corp
|
2,987 | $142,001 | |
| 5 | EXC |
Exelon Corp
This page
|
2,134 | $99,487 | |
| 6 | ED |
Consolidated Edison Inc
|
500 | $55,315 | |
| 7 | SO |
Southern Co
|
534 | $51,109 | |
| 8 | CNP |
Centerpoint Energy Inc
|
680 | $29,947 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,487 | 2,134 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $168,138 | 3,430 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $97,641 | 2,240 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $154,384 | 3,430 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $148,930 | 3,430 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $111,974 | 2,430 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||