Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,610,720
-$134,400 QoQ
Shares Held
56,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#370
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OPUS INVESTMENT MANAGEMENT INC holds $25,797,536 across 6 Utilities - Regulated Electric names. EXC ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
91,709 | $7,364,232 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
80,500 | $6,533,380 | |
| 3 | NEE |
Nextera Energy Inc
|
60,000 | $5,266,200 | |
| 4 | EXC |
Exelon Corp
This page
|
56,000 | $2,610,720 | |
| 5 | LNT |
Alliant Energy Corp
|
32,678 | $2,493,004 | |
| 6 | CMS |
Cms Energy Corp
|
20,000 | $1,530,000 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610,720 | 56,000 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,745,120 | 56,000 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,441,040 | 56,000 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,520,560 | 56,000 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,431,520 | 56,000 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,580,480 | 56,000 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,107,840 | 56,000 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,270,800 | 56,000 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,938,160 | 56,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,103,920 | 56,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,010,400 | 56,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,116,240 | 56,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,324,384 | 81,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,418,224 | 81,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,527,568 | 81,600 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,056,736 | 81,600 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,698,112 | 81,600 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,886,608 | 81,600 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,713,217 | 81,600 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,944,542 | 81,600 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,615,701 | 81,600 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,569,185 | 81,600 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,445,149 | 81,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,918,013 | 81,600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,961,269 | 81,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,003,701 | 81,600 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||