Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$215,850
-$11,112 QoQ
Shares Held
4,630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#922
of 1,277 holders
Holding Since
Sep 2025
3 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, 2026IFS Group,LLC holds $841,769 across 3 Utilities - Regulated Electric names. EXC ranks #2 (25.6% of the industry book) .
All Filings in EXC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,850 | 4,630 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $226,962 | 4,630 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $217,398 | 4,830 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||