Position in EXC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$41,025,328
+$8,862,491 QoQ
Shares Held
836,910
+13.4% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Korea Investment CORP holds $805,986,786 across 24 Utilities - Regulated Electric names. EXC ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,675,152 | $155,588,117 | |
| 2 | SO |
Southern Co
|
840,022 | $81,078,923 | |
| 3 | DUK |
Duke Energy CORP
|
567,547 | $74,314,604 | |
| 4 | ETR |
Entergy Corp /De/
|
545,412 | $61,282,492 | |
| 5 | AEP |
American Electric Power Co Inc
|
440,337 | $57,719,373 | |
| 6 | EXC |
Exelon Corp
This page
|
836,910 | $41,025,328 | |
| 7 | AEE |
Ameren Corp
|
347,722 | $38,221,602 | |
| 8 | ED |
Consolidated Edison Inc
|
305,795 | $34,609,878 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,025,328 | 836,910 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,162,837 | 737,849 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,553,694 | 745,472 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,023,298 | 760,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,828,756 | 734,131 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,976,139 | 822,958 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,575,828 | 704,706 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,890,920 | 574,716 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,910,597 | 529,960 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,549,742 | 711,692 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,667,461 | 626,289 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,245,677 | 595,132 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $57,440,615 | 1,371,225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,002,019 | 902,198 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,083,617 | 723,001 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $40,156,873 | 886,074 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $26,801,401 | 562,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,296,118 | 368,700 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,745,977 | 222,300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,822,134 | 199,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,433,027 | 261,386 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $49,886,987 | 1,181,597 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $50,466,511 | 1,411,257 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,991,575 | 1,625,557 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $51,734,971 | 1,405,457 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||