Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$872,027
+$28,491 QoQ
Shares Held
18,705
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#543
of 1,279 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Investment Research Partners LLC holds $4,352,606 across 9 Utilities - Regulated Electric names. EXC ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,153 | $891,128 | |
| 2 | EXC |
Exelon Corp
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|
18,705 | $872,027 | |
| 3 | PCG |
PG&E Corp
|
29,341 | $493,515 | |
| 4 | EIX |
Edison International
|
5,803 | $432,033 | |
| 5 | CIG |
Energy Co Of Minas Gerais
|
204,332 | $429,097 | |
| 6 | ES |
Eversource Energy
|
4,550 | $328,828 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,281 | $312,063 | |
| 8 | ETR |
Entergy Corp /De/
|
2,660 | $305,527 |
All Filings in EXC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,027 | 18,705 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $843,536 | 17,208 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $756,591 | 17,357 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $747,571 | 16,609 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||