Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,172
-$5,534 QoQ
Shares Held
304
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,156
of 1,279 holders
Holding Since
Mar 2023
7 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, 2026Basepoint Wealth LLC holds $2,578,805 across 17 Utilities - Regulated Electric names. EXC ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
16,230 | $1,238,186 | |
| 2 | NEE |
Nextera Energy Inc
|
10,995 | $965,031 | |
| 3 | EIX |
Edison International
|
1,902 | $141,603 | |
| 4 | DUK |
Duke Energy CORP
|
573 | $72,530 | |
| 5 | ED |
Consolidated Edison Inc
|
263 | $29,095 | |
| 6 | POR |
Portland General Electric Co /Or/
|
510 | $26,433 | |
| 7 | SO |
Southern Co
|
254 | $24,310 | |
| 8 | XEL |
Xcel Energy Inc
|
295 | $23,688 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,172 | 304 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,706 | 402 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,653 | 405 | Shares | Sole | 2026-02-10 | |
| 2023-12-31 | $212,133 | 5,909 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $325,409 | 8,611 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $353,745 | 8,683 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $292,643 | 6,986 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||