Position in EXC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$900,448
+$346,802 QoQ
Shares Held
18,369
+24.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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, 2026ALTFEST L J & CO INC holds $5,260,511 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,683 | $1,461,541 | |
| 2 | EVRG |
Evergy, Inc.
|
9,584 | $828,345 | |
| 3 | LNT |
Alliant Energy Corp
|
9,923 | $757,025 | |
| 4 | CMS |
Cms Energy Corp
|
8,993 | $687,964 | |
| 5 | DTE |
Dte Energy Co
|
4,316 | $657,628 | |
| 6 | ED |
Consolidated Edison Inc
|
4,145 | $458,561 | |
| 7 | SO |
Southern Co
|
4,278 | $409,447 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $900,448 | 18,369 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $553,646 | 14,709 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $739,267 | 18,231 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||