Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,442,886
+$753,126 QoQ
Shares Held
111,034
+3.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
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, 2026Advisors Asset Management, Inc. holds $121,454,108 across 32 Utilities - Regulated Electric names. EXC ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
242,947 | $22,564,917 | |
| 2 | EIX |
Edison International
|
175,273 | $12,826,478 | |
| 3 | D |
Dominion Energy, Inc
|
183,839 | $11,364,926 | |
| 4 | SO |
Southern Co
|
71,283 | $6,880,235 | |
| 5 | ETR |
Entergy Corp /De/
|
57,901 | $6,505,756 | |
| 6 | DUK |
Duke Energy CORP
|
49,008 | $6,417,107 | |
| 7 | EXC |
Exelon Corp
This page
|
111,034 | $5,442,886 | |
| 8 | POR |
Portland General Electric Co /Or/
|
85,363 | $4,504,605 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,442,886 | 111,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,689,760 | 107,588 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,760,630 | 83,551 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,661,428 | 61,295 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,573,678 | 34,151 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $494,137 | 13,128 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $320,419 | 9,258 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $358,530 | 9,543 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $646,092 | 17,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $708,411 | 18,746 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $930,216 | 22,833 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $975,743 | 23,293 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $901,734 | 20,859 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $637,344 | 17,014 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $722,808 | 15,949 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $697,207 | 14,638 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $573,439 | 13,919 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $495,053 | 14,358 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $514,749 | 16,287 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $599,787 | 19,225 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $634,925 | 21,084 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $546,500 | 21,426 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $559,700 | 21,623 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $598,623 | 22,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||