Position in EXC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$778,693
-$48,862 QoQ
Shares Held
16,703
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. EXC ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
430,996 | $7,249,352 | |
| 2 | EIX |
Edison International
|
83,313 | $6,202,652 | |
| 3 | ES |
Eversource Energy
|
63,108 | $4,560,815 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
23,036 | $2,464,852 | |
| 5 | ETR |
Entergy Corp /De/
|
14,220 | $1,633,309 | |
| 6 | D |
Dominion Energy, Inc
|
18,978 | $1,296,007 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
84,369 | $1,141,512 | |
| 8 | SO |
Southern Co
|
11,467 | $1,097,506 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,693 | 16,703 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $827,555 | 16,882 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,273,525 | 29,216 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,356,331 | 30,134 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,315,972 | 30,308 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,372,354 | 29,782 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $1,286,384 | 34,176 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $1,023,805 | 25,248 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,184,907 | 34,236 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $7,042,946 | 187,462 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $7,402,687 | 206,203 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,037,063 | 212,677 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $8,991,806 | 220,712 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $11,725,136 | 279,903 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $11,966,755 | 276,816 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $10,129,482 | 270,408 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $6,380,556 | 140,789 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,802,373 | 142,817 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $8,456,355 | 146,405 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,201,448 | 148,975 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,780,990 | 153,035 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,699,045 | 153,156 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,637,443 | 157,211 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,132,477 | 171,490 | Shares | Defined | 2020-12-14 | |
| 2020-06-30 | $7,014,325 | 193,285 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,059,140 | 191,772 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||