Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,324
-$480 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,185
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, 2026Phillip James Consulting Co. holds $19,486 across 9 Utilities - Regulated Electric names. EXC ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
200 | $9,324 | |
| 2 | CNP |
Centerpoint Energy Inc
|
75 | $3,303 | |
| 3 | NEE |
Nextera Energy Inc
|
22 | $1,930 | |
| 4 | SO |
Southern Co
|
14 | $1,339 | |
| 5 | ES |
Eversource Energy
|
13 | $939 | |
| 6 | DUK |
Duke Energy CORP
|
7 | $886 | |
| 7 | EIX |
Edison International
|
9 | $670 | |
| 8 | D |
Dominion Energy, Inc
|
9 | $614 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,324 | 200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,804 | 200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,718 | 200 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||