Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$155,792,431
-$6,026,951 QoQ
Shares Held
3,341,751
+1.2% QoQ
Ownership
0.327%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
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, 2026Capital Research Global Investors holds $18,655,660,013 across 13 Utilities - Regulated Electric names. EXC ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
73,855,890 | $5,043,618,728 | |
| 2 | CNP |
Centerpoint Energy Inc
|
71,382,073 | $3,143,666,494 | |
| 3 | XEL |
Xcel Energy Inc
|
29,301,965 | $2,352,947,789 | |
| 4 | DTE |
Dte Energy Co
|
12,496,338 | $1,904,067,021 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
16,494,147 | $1,764,873,729 | |
| 6 | NEE |
Nextera Energy Inc
|
20,100,508 | $1,764,221,587 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,718,961 | $869,950,874 | |
| 8 | ETR |
Entergy Corp /De/
|
5,237,094 | $601,532,616 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,792,431 | 3,341,751 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $161,819,382 | 3,301,089 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $143,362,802 | 3,288,892 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $147,107,938 | 3,268,339 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $140,653,488 | 3,239,371 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $148,257,100 | 3,217,385 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $120,810,811 | 3,209,639 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $129,931,161 | 3,204,221 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $110,762,106 | 3,200,292 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $120,171,815 | 3,198,611 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $114,780,162 | 3,197,219 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $215,281,051 | 5,696,773 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $231,998,655 | 5,694,616 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $402,234,398 | 9,602,158 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $658,318,155 | 15,228,271 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $526,559,112 | 14,056,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $554,105,523 | 12,226,512 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $555,534,267 | 11,663,537 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $551,301,914 | 9,544,698 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $438,036,099 | 9,061,570 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $381,348,633 | 8,606,365 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $138,087,451 | 3,157,005 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $166,682,787 | 3,947,961 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $141,075,774 | 3,945,075 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $143,158,189 | 3,944,831 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $144,535,736 | 3,926,527 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||