Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,491,402
-$1,376,902 QoQ
Shares Held
418,091
-1.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#154
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026CIBC Asset Management Inc holds $695,592,038 across 29 Utilities - Regulated Electric names. EXC ranks #14 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,366,527 | $135,436,340 | |
| 2 | DUK |
Duke Energy CORP
|
456,324 | $57,761,491 | |
| 3 | NEE |
Nextera Energy Inc
|
631,439 | $55,421,401 | |
| 4 | AEP |
American Electric Power Co Inc
|
397,756 | $54,416,998 | |
| 5 | SO |
Southern Co
|
478,067 | $45,755,792 | |
| 6 | ED |
Consolidated Edison Inc
|
325,548 | $36,015,375 | |
| 7 | EMA |
Emera Inc
|
656,214 | $34,792,466 | |
| 8 | AEE |
Ameren Corp
|
245,039 | $27,699,208 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,491,402 | 418,091 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,868,304 | 425,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,464,157 | 423,587 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,060,943 | 312,396 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,548,863 | 312,042 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,958,213 | 324,614 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,140,631 | 322,546 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,580,150 | 310,238 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,144,294 | 293,103 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $11,078,416 | 294,874 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,989,103 | 278,248 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,498,326 | 277,807 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,201,744 | 250,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,548,446 | 251,813 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,798,421 | 249,790 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,262,434 | 247,262 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,445,217 | 230,477 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $10,332,566 | 216,934 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $11,468,771 | 198,559 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,739,771 | 180,798 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,882,185 | 177,887 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,539,685 | 172,375 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,829,713 | 161,765 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,422,034 | 151,623 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,283,979 | 145,604 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $5,222,318 | 141,872 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||