Position in EXC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,147,035
+$3,818,062 QoQ
Shares Held
88,954
+1078.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#316
of 1,276 holders
Holding Since
Mar 2023
5 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, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. EXC ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
This page
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,147,035 | 88,954 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $328,973 | 7,547 | Shares | Defined | 2026-02-09 | |
| 2024-12-31 | $212,139 | 5,636 | Shares | Defined | 2025-02-27 | |
| 2024-06-30 | $576,256 | 16,650 | Shares | Defined | 2024-08-13 | |
| 2023-03-31 | $13,247,712 | 316,250 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||