Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,239,224
-$1,617,305 QoQ
Shares Held
147,679
-27.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.4826278617813.ToString("F0")%
Shared 0.ToString("F0")%
None 5.517372138218704.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $100,018,240 across 10 Utilities - Regulated Electric names. EXC ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
546,033 | $36,005,416 | |
| 2 | TXNM |
Txnm Energy Inc
|
515,726 | $30,149,341 | |
| 3 | EIX |
Edison International
|
240,396 | $17,592,179 | |
| 4 | EXC |
Exelon Corp
This page
|
147,679 | $7,239,224 | |
| 5 | CIG |
Energy Co Of Minas Gerais
|
717,492 | $1,714,805 | |
| 6 | EVRG |
Evergy, Inc.
|
20,654 | $1,691,975 | |
| 7 | DUK |
Duke Energy CORP
|
12,391 | $1,622,477 | |
| 8 | ED |
Consolidated Edison Inc
|
14,074 | $1,592,895 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,239,224 | 147,679 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,856,529 | 203,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,095,325 | 246,508 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,034,291 | 461,407 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,607,477 | 230,197 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,326,025 | 247,769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,819,540 | 192,837 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,729,464 | 194,437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,407,827 | 197,174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,672,409 | 185,861 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,272,269 | 192,439 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,877,486 | 193,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,720,368 | 184,301 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,990,715 | 763,144 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,032,420 | 668,244 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,741,505 | 259,080 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,353,602 | 259,366 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,264,537 | 176,331 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,342,219 | 444,969 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,745,066 | 719,669 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $19,191,665 | 615,151 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $15,648,822 | 519,651 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,151,464 | 84,350 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,928,395 | 74,500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,281,263 | 48,800 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||