Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,521,300
-$202,463 QoQ
Shares Held
96,982
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#308
of 1,277 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $64,026,038 across 14 Utilities - Regulated Electric names. EXC ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
412,261 | $36,184,147 | |
| 2 | EIX |
Edison International
|
85,317 | $6,351,850 | |
| 3 | EXC |
Exelon Corp
This page
|
96,982 | $4,521,300 | |
| 4 | CMS |
Cms Energy Corp
|
50,096 | $3,832,344 | |
| 5 | AEP |
American Electric Power Co Inc
|
19,154 | $2,620,458 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
21,392 | $2,497,943 | |
| 7 | ED |
Consolidated Edison Inc
|
20,361 | $2,252,537 | |
| 8 | NGG |
National Grid PLC
|
23,435 | $1,942,058 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,521,300 | 96,982 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,723,763 | 96,364 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,301,152 | 144,555 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,353,881 | 141,166 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,188,218 | 142,520 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,026,250 | 130,778 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $2,249 | 65 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $230,855 | 5,511 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,546,419 | 58,904 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,769,979 | 73,945 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,994,383 | 66,072 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||