Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$457,808
+$89,178 QoQ
Shares Held
9,820
+30.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#689
of 1,277 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $3,489,090 across 25 Utilities - Regulated Electric names. EXC ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,630 | $845,225 | |
| 2 | EXC |
Exelon Corp
This page
|
9,820 | $457,808 | |
| 3 | XEL |
Xcel Energy Inc
|
5,490 | $440,847 | |
| 4 | EIX |
Edison International
|
3,670 | $273,231 | |
| 5 | SO |
Southern Co
|
1,630 | $156,007 | |
| 6 | EVRG |
Evergy, Inc.
|
1,800 | $155,574 | |
| 7 | DUK |
Duke Energy CORP
|
1,134 | $143,541 | |
| 8 | LNT |
Alliant Energy Corp
|
1,850 | $141,136 |
All Filings in EXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,808 | 9,820 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $368,630 | 7,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $299,463 | 6,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $223,699 | 4,970 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $215,797 | 4,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,697 | 970 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $36,510 | 970 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $39,333 | 970 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $33,571 | 970 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $36,442 | 970 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $34,823 | 970 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $19,335 | 400 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $17,724 | 400 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $17,496 | 400 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $16,887 | 400 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||