Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,451,077
+$3,647,487 QoQ
Shares Held
374,326
+32.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#167
of 1,277 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $186,445,312 across 29 Utilities - Regulated Electric names. EXC ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,038,468 | $34,287,031 | |
| 2 | DUK |
Duke Energy CORP
|
175,584 | $22,225,422 | |
| 3 | SO |
Southern Co
|
197,585 | $18,910,859 | |
| 4 | AEP |
American Electric Power Co Inc
|
128,976 | $17,645,206 | |
| 5 | EXC |
Exelon Corp
This page
|
374,326 | $17,451,077 | |
| 6 | ED |
Consolidated Edison Inc
|
105,916 | $11,717,486 | |
| 7 | EIX |
Edison International
|
123,617 | $9,203,284 | |
| 8 | NEE |
Nextera Energy Inc
|
80,559 | $7,070,662 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,451,077 | 374,326 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $13,803,590 | 281,591 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,443,649 | 124,883 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,430,153 | 98,426 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,663,121 | 61,334 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,054,061 | 44,576 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,346,269 | 35,767 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,976,978 | 73,415 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,308,866 | 66,711 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,633,919 | 43,490 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,459,119 | 40,644 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $2,817,471 | 74,556 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $15,294,407 | 375,415 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $29,692,009 | 708,809 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $28,611,299 | 661,839 | Shares | Defined | 2024-10-18 | |
| 2022-09-30 | $25,652,794 | 684,805 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $18,860,688 | 416,167 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||