Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,600,780
-$1,268,568 QoQ
Shares Held
114,255
-27.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026CIBC WORLD MARKET INC. holds $1,184,719,149 across 18 Utilities - Regulated Electric names. EXC ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
12,377,601 | $642,026,163 | |
| 2 | FTS |
Fortis Inc.
|
7,835,890 | $437,164,303 | |
| 3 | NEE |
Nextera Energy Inc
|
552,905 | $51,353,816 | |
| 4 | DUK |
Duke Energy CORP
|
123,276 | $16,141,759 | |
| 5 | AEP |
American Electric Power Co Inc
|
67,456 | $8,842,132 | |
| 6 | EXC |
Exelon Corp
This page
|
114,255 | $5,600,780 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
55,262 | $4,473,458 | |
| 8 | NGG |
National Grid PLC
|
50,415 | $4,265,109 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,600,780 | 114,255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,869,348 | 157,590 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,133,795 | 114,059 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,942,281 | 113,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,880,368 | 62,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,372,148 | 63,022 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,735,016 | 67,448 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,359,294 | 68,168 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,935,156 | 78,125 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $351,461 | 9,790 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $374,045 | 9,898 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $534,671 | 13,124 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $545,952 | 13,033 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,182,765 | 73,624 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,540,092 | 41,113 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,057,859 | 23,342 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $946,503 | 19,872 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $674,127 | 16,363 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $492,778 | 14,292 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $762,152 | 24,115 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $616,041 | 19,746 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $565,121 | 18,766 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $554,687 | 21,747 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $571,788 | 22,090 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $811,318 | 30,901 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||