Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,638,037
-$187,050 QoQ
Shares Held
99,486
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#306
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, 2026MIDDLETON & CO INC/MA holds $19,491,266 across 2 Utilities - Regulated Electric names. EXC ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
169,229 | $14,853,229 | |
| 2 | EXC |
Exelon Corp
This page
|
99,486 | $4,638,037 |
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,638,037 | 99,486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,825,087 | 98,431 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,225,440 | 96,936 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,282,791 | 95,152 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,241,135 | 97,677 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,345,205 | 94,297 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,588,823 | 95,346 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,858,981 | 95,166 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,121,060 | 90,178 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,271,219 | 87,070 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,016,748 | 84,032 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,844,755 | 75,278 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,014,800 | 74,001 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,542,681 | 60,699 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,615,371 | 60,499 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,326,977 | 62,119 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,513,387 | 77,524 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,727,189 | 78,253 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,580,253 | 79,298 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,840,175 | 79,441 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,541,526 | 79,926 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,604,002 | 82,396 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,536,976 | 83,775 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,017,246 | 84,375 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,730,645 | 75,245 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,237,978 | 60,798 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||