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Hennion & Walsh Asset Management, Inc.: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on EXC, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 56,365 EXC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,365 shares
    Change vs previous 13F -4,436 shares

    0.07% of the 13F portfolio, value $2,277,146.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,801 shares
    Change vs previous 13F -1,912 shares

    0.08% of the 13F portfolio, value $2,834,543.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,713 shares
    Change vs previous 13F -526 shares

    0.1% of the 13F portfolio, value $3,074,191.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 63,239 shares
    Change vs previous 13F -2,745 shares

    0.1% of the 13F portfolio, value $2,756,588.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 65,984 shares
    Change vs previous 13F +8,287 shares

    0.11% of the 13F portfolio, value $2,969,940.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 57,697 shares
    Change vs previous 13F +10,151 shares

    0.1% of the 13F portfolio, value $2,505,204.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,546 shares
    Change vs previous 13F +7,617 shares

    0.1% of the 13F portfolio, value $2,190,920.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 39,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,502,928.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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