Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$29,119,784
+$19,162,381 QoQ
Shares Held
624,620
+125.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#126
of 1,277 holders
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $428,485,451 across 7 Utilities - Regulated Electric names. EXC ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
972,479 | $84,051,358 | |
| 2 | LNT |
Alliant Energy Corp
|
1,099,030 | $83,844,997 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
682,599 | $79,707,084 | |
| 4 | CMS |
Cms Energy Corp
|
1,028,844 | $78,706,566 | |
| 5 | SO |
Southern Co
|
745,415 | $71,343,668 | |
| 6 | EXC |
Exelon Corp
This page
|
624,620 | $29,119,784 | |
| 7 | DUK |
Duke Energy CORP
|
13,525 | $1,711,994 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,119,784 | 624,620 | Shares | Defined | 2026-07-16 | |
| 2023-12-31 | $9,957,403 | 277,365 | Shares | Defined | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||