Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$564,614
-$2,694 QoQ
Shares Held
12,111
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#630
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. EXC ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,614 | 12,111 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $567,308 | 11,573 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $508,346 | 11,662 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $540,480 | 12,008 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $508,187 | 11,704 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $556,600 | 12,079 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $434,365 | 11,540 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $612,913 | 15,115 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $410,474 | 11,860 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $459,105 | 12,220 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $542,628 | 15,115 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $623,988 | 16,512 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $719,753 | 17,667 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $690,933 | 16,494 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $727,517 | 16,829 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $507,957 | 13,560 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $670,600 | 14,797 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $695,874 | 14,610 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $843,816 | 14,609 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $710,742 | 14,703 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $670,765 | 15,138 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $650,720 | 14,877 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $644,023 | 15,254 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $731,470 | 20,455 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $725,910 | 20,003 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $778,606 | 21,152 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||