Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,532,487
-$11,953,163 QoQ
Shares Held
92,462
-75.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Derivatives in EXC
reported options exposure · as of Mar 31, 2026CallValue
$4,902
CallShares
100
PutValue
$4,902
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARSHALL WACE, LLP holds $936,142,871 across 24 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,371,772 | $295,940,428 | |
| 2 | DTE |
Dte Energy Co
|
948,922 | $144,587,243 | |
| 3 | FE |
Firstenergy Corp
|
1,731,950 | $82,336,902 | |
| 4 | D |
Dominion Energy, Inc
|
941,149 | $64,271,064 | |
| 5 | AEP |
American Electric Power Co Inc
|
396,968 | $54,309,190 | |
| 6 | TXNM |
Txnm Energy Inc
|
889,956 | $50,531,701 | |
| 7 | PPL |
PPL Corp
|
1,030,132 | $37,445,297 | |
| 8 | LNT |
Alliant Energy Corp
|
435,503 | $33,224,522 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,902 | 100 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $4,902 | 100 | Put | Other | 2026-05-15 | |
| 2026-03-31 | $4,532,487 | 92,462 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,359 | 100 | Call | Other | 2026-02-13 | |
| 2025-12-31 | $16,485,650 | 378,198 | Shares | Other | 2026-02-13 | |
| 2025-12-31 | $4,359 | 100 | Put | Other | 2026-02-13 | |
| 2025-09-30 | $91,756,755 | 2,038,586 | Shares | Other | 2025-11-13 | |
| 2025-09-30 | $4,501 | 100 | Put | Other | 2025-11-13 | |
| 2025-09-30 | $4,501 | 100 | Call | Other | 2025-11-13 | |
| 2025-06-30 | $35,940,860 | 827,749 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $29,330,011 | 636,502 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,856,768 | 288,437 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $75,639,698 | 1,865,344 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,810,829 | 52,321 | Shares | Other | 2024-08-14 | |
| 2022-09-30 | $22,441,761 | 599,086 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $33,598,571 | 741,363 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $30,607,037 | 642,600 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $5,284,406 | 91,489 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $883,944 | 18,286 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,517,997 | 34,705 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $1,791,967 | 49,379 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,471,796 | 67,150 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||