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Disclosery

Advisors Capital Management, LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on EXC, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 10,447 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,447 shares
    Change vs previous 13F +2,884 shares

    0.01% of the 13F portfolio, value $487,065.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,563 shares
    Change vs previous 13F -489,361 shares

    <0.01% of the 13F portfolio, value $370,738.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 496,924 shares
    Change vs previous 13F +8,218 shares

    0.25% of the 13F portfolio, value $21,660,956.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 488,706 shares
    Change vs previous 13F +18,174 shares

    0.27% of the 13F portfolio, value $21,996,669.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 470,532 shares
    Change vs previous 13F +7,110 shares

    0.28% of the 13F portfolio, value $20,430,501.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 463,422 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $21,354,488.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).