Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,139,811
-$123,197 QoQ
Shares Held
45,899
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#390
of 1,276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. EXC ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
This page
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,139,811 | 45,899 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,263,008 | 46,165 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,993,370 | 45,730 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,930,478 | 42,890 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,849,692 | 42,600 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,965,864 | 42,662 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,571,884 | 41,761 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,631,529 | 40,235 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,369,379 | 39,566 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,500,320 | 39,934 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,433,630 | 39,934 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,487,074 | 39,351 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,359,941 | 33,381 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,405,828 | 33,560 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,443,363 | 33,388 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,284,653 | 34,294 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,533,266 | 33,832 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,628,850 | 34,198 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,975,277 | 34,198 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,644,091 | 34,011 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,522,272 | 34,355 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $1,485,848 | 33,970 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,454,942 | 34,461 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,200,962 | 33,584 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,259,047 | 34,694 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,296,929 | 35,233 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||