Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,947,175
-$202,515 QoQ
Shares Held
84,667
+0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $141,189,717 across 35 Utilities - Regulated Electric names. EXC ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
391,163 | $34,332,376 | |
| 2 | SO |
Southern Co
|
230,310 | $22,042,970 | |
| 3 | DUK |
Duke Energy CORP
|
151,357 | $19,158,769 | |
| 4 | AEP |
American Electric Power Co Inc
|
63,355 | $8,667,597 | |
| 5 | D |
Dominion Energy, Inc
|
101,559 | $6,935,464 | |
| 6 | XEL |
Xcel Energy Inc
|
82,803 | $6,649,080 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
44,897 | $5,242,622 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
60,227 | $4,888,023 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,947,175 | 84,667 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,149,690 | 84,653 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,916,781 | 66,914 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,915,612 | 64,777 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,771,064 | 63,820 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,068,835 | 66,598 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,525,869 | 67,106 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,580,683 | 63,642 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,803,492 | 52,109 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $2,041,591 | 54,341 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,006,738 | 55,898 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,909,982 | 50,542 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,177,760 | 78,001 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,242,453 | 77,404 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,281,718 | 75,913 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $2,101,655 | 56,104 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,383,061 | 52,583 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $2,677,568 | 56,216 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,017,729 | 52,246 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,661,260 | 55,053 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,624,618 | 59,233 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,163,424 | 49,461 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,468,094 | 58,458 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,071,324 | 57,923 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,789,390 | 49,308 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,860,086 | 50,532 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||