Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$967,501
+$172,889 QoQ
Shares Held
20,753
+28.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BESSEMER GROUP INC holds $1,680,203,009 across 36 Utilities - Regulated Electric names. EXC ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,973,918 | $875,410,775 | |
| 2 | AEE |
Ameren Corp
|
2,715,499 | $306,960,000 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,662,114 | $227,393,809 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,150,586 | $134,353,919 | |
| 5 | DUK |
Duke Energy CORP
|
912,054 | $115,447,789 | |
| 6 | SO |
Southern Co
|
26,372 | $2,524,059 | |
| 7 | CNP |
Centerpoint Energy Inc
|
43,545 | $1,916,445 | |
| 8 | NGG |
National Grid PLC
|
22,619 | $1,874,434 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,501 | 20,753 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $794,612 | 16,210 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1,163,110 | 26,683 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $605,968 | 13,463 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $481,742 | 11,095 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $494,205 | 10,725 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $367,704 | 9,792 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $385,793 | 9,572 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $334,020 | 9,674 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $349,023 | 9,313 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $680,160 | 18,969 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $552,186 | 14,635 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $855,456 | 20,998 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $656,120 | 15,663 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $840,777 | 19,449 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $609,398 | 16,268 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $724,982 | 15,997 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $719,592 | 15,108 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $823,829 | 14,263 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $245,034 | 5,069 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $207,813 | 4,690 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $180,732 | 4,132 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $180,278 | 4,270 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $161,669 | 4,521 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $318,807 | 8,785 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $225,203 | 6,118 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||