Position in EXC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$9,715,764
+$2,872,134 QoQ
Shares Held
198,200
+26.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.094853683148337.ToString("F0")%
Shared 0.ToString("F0")%
None 83.90514631685167.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026LSV ASSET MANAGEMENT holds $264,638,421 across 7 Utilities - Regulated Electric names. EXC ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
1,515,398 | $104,986,773 | |
| 2 | EIX |
Edison International
|
1,178,800 | $86,264,584 | |
| 3 | POR |
Portland General Electric Co /Or/
|
781,447 | $41,236,958 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
124,510 | $12,544,382 | |
| 5 | EXC |
Exelon Corp
This page
|
198,200 | $9,715,764 | |
| 6 | AEP |
American Electric Power Co Inc
|
72,290 | $9,475,773 | |
| 7 | EVRG |
Evergy, Inc.
|
5,056 | $414,187 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,715,764 | 198,200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,843,630 | 157,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,804,734 | 173,400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,701,046 | 131,300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $594,432 | 12,900 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $530,724 | 14,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $652,855 | 16,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $557,221 | 16,100 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $642,447 | 17,100 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,091,360 | 30,400 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,686,869 | 71,100 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,841,782 | 94,300 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,950,227 | 94,300 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,089,558 | 94,600 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,607,398 | 96,300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,346,188 | 95,900 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,601,518 | 138,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,329,532 | 275,000 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $66,397,098 | 1,925,709 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $152,045,832 | 4,810,831 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $231,346,438 | 7,415,354 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $293,996,941 | 9,762,767 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $272,392,206 | 10,679,367 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $290,957,776 | 11,240,618 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $305,683,115 | 11,642,676 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||