Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,893,606
+$1,292,826 QoQ
Shares Held
147,868
+29.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIBC WORLD MARKET INC. holds $1,249,418,871 across 18 Utilities - Regulated Electric names. EXC ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
12,825,938 | $680,031,232 | |
| 2 | FTS |
Fortis Inc.
|
7,733,140 | $442,567,602 | |
| 3 | NEE |
Nextera Energy Inc
|
807,188 | $70,846,890 | |
| 4 | D |
Dominion Energy, Inc
|
150,376 | $10,269,177 | |
| 5 | AEP |
American Electric Power Co Inc
|
74,727 | $10,223,400 | |
| 6 | EXC |
Exelon Corp
This page
|
147,868 | $6,893,606 | |
| 7 | DUK |
Duke Energy CORP
|
42,410 | $5,368,257 | |
| 8 | NGG |
National Grid PLC
|
53,518 | $4,435,036 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,893,606 | 147,868 | Shares | Sole | 2026-08-13 | |
| 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 | $945,127 | 16,363 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $690,874 | 14,292 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,068,537 | 24,115 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $863,690 | 19,746 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $792,299 | 18,766 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $777,672 | 21,747 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $801,647 | 22,090 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,137,467 | 30,901 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||