Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$30,760,948
-$30,332,285 QoQ
Shares Held
659,823
-47.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#121
of 1,277 holders
Holding Since
Sep 2022
4 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, 2026JUPITER ASSET MANAGEMENT LTD holds $277,240,796 across 10 Utilities - Regulated Electric names. EXC ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
570,772 | $78,087,317 | |
| 2 | NEE |
Nextera Energy Inc
|
864,482 | $75,875,584 | |
| 3 | POR |
Portland General Electric Co /Or/
|
625,627 | $32,426,246 | |
| 4 | EXC |
Exelon Corp
This page
|
659,823 | $30,760,948 | |
| 5 | HE |
Hawaiian Electric Industries Inc
|
1,804,720 | $24,417,861 | |
| 6 | FE |
Firstenergy Corp
|
485,270 | $23,069,735 | |
| 7 | PPL |
PPL Corp
|
155,243 | $5,643,082 | |
| 8 | EVRG |
Evergy, Inc.
|
43,859 | $3,790,732 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,760,948 | 659,823 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $61,093,233 | 1,246,292 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $57,585,484 | 1,321,071 | Shares | Defined | 2026-02-10 | |
| 2022-09-30 | $31,339,522 | 836,613 | Shares | Defined | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||