Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,881
-$874 QoQ
Shares Held
405
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,132
of 1,277 holders
Holding Since
Dec 2024
7 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, 2026Robinswood Financial LLC holds $239,615 across 14 Utilities - Regulated Electric names. EXC ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
545 | $47,834 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
513 | $41,635 | |
| 3 | FE |
Firstenergy Corp
|
442 | $21,012 | |
| 4 | DUK |
Duke Energy CORP
|
157 | $19,873 | |
| 5 | EXC |
Exelon Corp
This page
|
405 | $18,881 | |
| 6 | SO |
Southern Co
|
184 | $17,610 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
164 | $17,548 | |
| 8 | PPL |
PPL Corp
|
446 | $16,212 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,881 | 405 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $19,755 | 403 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $17,479 | 401 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $18,004 | 400 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $8,684 | 200 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $9,216 | 200 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $7,528 | 200 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||