Cambridge Investment Research Advisors, Inc.
Position in EXC — Exelon Corp
CIK 1419186
FAIRFIELD, IA
Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,890,060
-$563,553 QoQ
Shares Held
212,142
-0.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#226
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. EXC ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
635,600 | $55,786,612 | |
| 2 | DUK |
Duke Energy CORP
|
362,207 | $45,848,162 | |
| 3 | SO |
Southern Co
|
477,447 | $45,696,452 | |
| 4 | AEP |
American Electric Power Co Inc
|
187,617 | $25,667,881 | |
| 5 | D |
Dominion Energy, Inc
|
256,269 | $17,500,610 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
91,580 | $10,693,796 | |
| 7 | ETR |
Entergy Corp /De/
|
92,453 | $10,619,151 | |
| 8 | ED |
Consolidated Edison Inc
|
89,892 | $9,944,751 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,890,060 | 212,142 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,453,613 | 213,252 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,664,251 | 221,708 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,201,169 | 204,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,520,691 | 173,208 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,318,656 | 158,825 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,630,529 | 149,589 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,961,657 | 122,359 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,355,426 | 125,843 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,614,272 | 122,818 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,082,937 | 141,586 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,077,880 | 134,371 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,066,630 | 124,365 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,793,263 | 114,425 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,742,287 | 109,699 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,208,406 | 112,344 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,011,893 | 110,589 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,168,712 | 108,518 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,492,342 | 95,089 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,465,840 | 92,384 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,192,087 | 94,608 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,279,916 | 97,849 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,146,845 | 98,220 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,174,047 | 116,724 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,113,805 | 113,359 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,972,726 | 107,925 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||