Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,993
-$360 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,195
of 1,279 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $143,964 across 6 Utilities - Regulated Electric names. EXC ranks #4 (4.9% of the industry book) .
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,993 | 150 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,353 | 150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,538 | 150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,751 | 150 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $6,513 | 150 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||