Position in EXC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$214,805
-$180,425 QoQ
Shares Held
4,382
-51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
3 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $7,802,349 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,075 | $2,053,821 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,246 | $1,948,995 | |
| 3 | PCG |
PG&E Corp
|
57,881 | $973,558 | |
| 4 | EIX |
Edison International
|
12,240 | $911,268 | |
| 5 | FE |
Firstenergy Corp
|
10,649 | $506,253 | |
| 6 | DUK |
Duke Energy CORP
|
3,849 | $487,206 | |
| 7 | ES |
Eversource Energy
|
5,573 | $402,760 | |
| 8 | SO |
Southern Co
|
3,098 | $296,509 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,805 | 4,382 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $395,230 | 9,067 | Shares | Sole | 2026-02-05 | |
| 2020-06-30 | $76,172 | 2,099 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||