Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,099,106
+$149,199 QoQ
Shares Held
152,276
+7.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. EXC ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,099,106 | 152,276 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,949,907 | 141,777 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,476,385 | 125,634 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,523,041 | 122,707 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,450,779 | 148,567 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $5,851,145 | 126,978 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,481,210 | 92,487 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,158,422 | 521,786 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $183,407,353 | 5,299,259 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $256,626,130 | 6,830,613 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $387,137,378 | 10,783,771 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $443,801,829 | 11,743,896 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $389,168,523 | 9,552,492 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $338,676,544 | 8,084,902 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $127,332,321 | 2,945,462 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $111,995,959 | 2,989,748 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $94,625,304 | 2,087,937 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $61,638,744 | 1,294,116 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $55,411,840 | 959,346 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,130,834 | 64,767 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,805,402 | 63,313 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,794,593 | 63,891 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,648,880 | 62,740 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $11,464,789 | 320,604 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $32,540,977 | 896,691 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,359,219 | 933,419 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||