Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$460,232
-$1,363,998 QoQ
Shares Held
9,872
-73.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#689
of 1,279 holders
Holding Since
Dec 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, 2026Ethos Capital Management, Inc. holds $990,693 across 2 Utilities - Regulated Electric names. EXC ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
12,045 | $530,461 | |
| 2 | EXC |
Exelon Corp
This page
|
9,872 | $460,232 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,232 | 9,872 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,824,230 | 37,214 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,344,184 | 30,837 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||