Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$56,525,863
-$4,607,517 QoQ
Shares Held
1,212,481
-2.8% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#86
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. EXC ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,525,863 | 1,212,481 | Shares | Defined | 2026-08-04 | |
| 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 | $66,568,534 | 1,152,502 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $56,881,265 | 1,176,692 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $51,412,397 | 1,160,287 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $49,812,223 | 1,138,825 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $52,214,743 | 1,236,731 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $47,255,658 | 1,321,468 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $50,519,912 | 1,392,114 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $49,125,910 | 1,334,578 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||