Position in EXC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$346,865
+$131,652 QoQ
Shares Held
7,076
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $16,486,500 across 8 Utilities - Regulated Electric names. EXC ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,709 | $7,310,491 | |
| 2 | SO |
Southern Co
|
38,786 | $3,743,624 | |
| 3 | DUK |
Duke Energy CORP
|
17,710 | $2,318,947 | |
| 4 | D |
Dominion Energy, Inc
|
21,828 | $1,349,406 | |
| 5 | ETR |
Entergy Corp /De/
|
7,579 | $851,576 | |
| 6 | EXC |
Exelon Corp
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|
7,076 | $346,865 | |
| 7 | ED |
Consolidated Edison Inc
|
3,003 | $339,879 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
3,423 | $225,712 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,865 | 7,076 | Shares | Sole | 2026-04-08 | |
| 2021-12-31 | $215,213 | 3,726 | Shares | Sole | 2022-01-04 | |
| No filing history on record for this holder in this stock. | ||||||