Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,734
-$2,354 QoQ
Shares Held
981
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,059
of 1,277 holders
Holding Since
Mar 2025
6 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $509,325 across 21 Utilities - Regulated Electric names. EXC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,159 | $277,265 | |
| 2 | ED |
Consolidated Edison Inc
|
570 | $63,059 | |
| 3 | EXC |
Exelon Corp
This page
|
981 | $45,734 | |
| 4 | AEP |
American Electric Power Co Inc
|
241 | $32,971 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
351 | $28,487 | |
| 6 | EIX |
Edison International
|
329 | $24,494 | |
| 7 | ES |
Eversource Energy
|
323 | $23,343 | |
| 8 | DUK |
Duke Energy CORP
|
52 | $6,582 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,734 | 981 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $48,088 | 981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,761 | 981 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,559 | 990 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,812 | 986 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $45,434 | 986 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||