Position in EXC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$61,133,380
+$7,183,084 QoQ
Shares Held
1,247,111
+0.8% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,990,710,642 across 32 Utilities - Regulated Electric names. EXC ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,609,761 | $428,154,600 | |
| 2 | XEL |
Xcel Energy Inc
|
1,961,725 | $155,839,432 | |
| 3 | SO |
Southern Co
|
1,445,765 | $139,545,237 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,195,147 | $138,362,166 | |
| 5 | DUK |
Duke Energy CORP
|
1,028,960 | $134,732,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
673,149 | $88,236,370 | |
| 7 | ETR |
Entergy Corp /De/
|
632,837 | $71,105,564 | |
| 8 | IDA |
Idacorp Inc
|
460,740 | $65,871,996 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,133,380 | 1,247,111 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $53,950,296 | 1,237,676 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $54,012,179 | 1,200,004 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $53,984,042 | 1,243,299 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $54,030,873 | 1,172,545 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $43,063,622 | 1,144,092 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $47,029,200 | 1,159,783 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $38,868,724 | 1,123,049 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $41,044,810 | 1,092,489 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $39,026,387 | 1,087,086 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $41,297,213 | 1,092,808 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $44,726,775 | 1,097,859 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $47,694,487 | 1,138,565 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $48,464,201 | 1,121,078 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $43,048,657 | 1,149,190 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $52,492,251 | 1,158,258 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $54,388,268 | 1,141,891 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $47,481,122 | 1,152,502 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $40,571,516 | 1,176,692 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $36,670,754 | 1,160,287 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $37,243,040 | 1,236,731 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $33,705,890 | 1,321,468 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $36,034,174 | 1,392,114 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $35,039,878 | 1,334,578 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||