Position in EXC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$116,687,894
+$20,123,621 QoQ
Shares Held
2,380,414
+7.5% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.08%
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, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,532,123,660 across 30 Utilities - Regulated Electric names. EXC ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,976,254 | $462,194,471 | |
| 2 | SO |
Southern Co
|
2,500,709 | $241,368,432 | |
| 3 | DUK |
Duke Energy CORP
|
1,767,941 | $231,494,194 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,264,916 | $165,805,189 | |
| 5 | D |
Dominion Energy, Inc
|
1,932,957 | $119,495,401 | |
| 6 | EXC |
Exelon Corp
This page
|
2,380,414 | $116,687,894 | |
| 7 | ETR |
Entergy Corp /De/
|
1,009,449 | $113,421,689 | |
| 8 | XEL |
Xcel Energy Inc
|
1,405,123 | $111,622,971 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,687,894 | 2,380,414 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $96,564,273 | 2,215,285 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $95,542,411 | 2,122,693 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $88,053,719 | 2,027,953 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $87,142,901 | 1,891,122 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $62,014,233 | 1,647,562 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $61,855,051 | 1,525,402 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $49,068,327 | 1,417,750 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $47,080,807 | 1,253,149 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $37,779,400 | 1,052,351 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $38,167,975 | 1,010,002 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $37,207,801 | 913,299 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $36,355,493 | 867,880 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $33,437,626 | 773,482 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $25,733,971 | 686,972 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $27,796,886 | 613,347 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $26,976,822 | 566,383 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $21,212,057 | 514,877 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $14,977,566 | 434,393 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $12,005,089 | 379,849 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $10,270,761 | 329,209 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $8,567,401 | 284,498 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,863,262 | 269,080 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $5,914,427 | 228,493 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $5,220,886 | 198,850 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||