Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,338,747
+$2,567,782 QoQ
Shares Held
680,105
-3.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.50802191987673.ToString("F0")%
Shared 2.491978080123276.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, 2026MACQUARIE GROUP LTD holds $763,264,123 across 30 Utilities - Regulated Electric names. EXC ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,228,411 | $114,094,812 | |
| 2 | SO |
Southern Co
|
740,742 | $71,496,417 | |
| 3 | DUK |
Duke Energy CORP
|
528,355 | $69,182,803 | |
| 4 | XEL |
Xcel Energy Inc
|
623,130 | $49,501,446 | |
| 5 | AEP |
American Electric Power Co Inc
|
365,471 | $47,905,937 | |
| 6 | ETR |
Entergy Corp /De/
|
316,769 | $35,592,164 | |
| 7 | D |
Dominion Energy, Inc
|
557,754 | $34,480,351 | |
| 8 | EXC |
Exelon Corp
This page
|
680,105 | $33,338,747 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,338,747 | 680,105 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,770,965 | 705,918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $167,608,865 | 3,723,814 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $134,191,939 | 3,090,556 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $131,441,494 | 2,852,463 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $120,081,009 | 3,190,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $130,661,791 | 3,222,239 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $118,547,382 | 3,425,235 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $130,552,367 | 3,474,910 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $121,649,052 | 3,388,553 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $124,075,528 | 3,283,290 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $205,759,895 | 5,050,562 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $100,298,482 | 2,394,330 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $145,312,152 | 3,361,373 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $38,491,834 | 1,027,545 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,199,558 | 1,107,669 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $50,945,094 | 1,069,601 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,120,275 | 75,738 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,511,819 | 420,885 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,514,022 | 490,874 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,837,577 | 123,006 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,916,669 | 130,061 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $4,096,096 | 160,591 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,365,346 | 130,014 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,450,493 | 93,333 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||