Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$123,058,991
+$6,371,097 QoQ
Shares Held
2,639,618
+10.9% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#54
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, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,751,979,724 across 29 Utilities - Regulated Electric names. EXC ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,448,444 | $478,209,929 | |
| 2 | SO |
Southern Co
|
2,766,994 | $264,828,995 | |
| 3 | DUK |
Duke Energy CORP
|
1,931,704 | $244,515,092 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,372,661 | $187,793,751 | |
| 5 | D |
Dominion Energy, Inc
|
2,132,121 | $145,602,543 | |
| 6 | ETR |
Entergy Corp /De/
|
1,114,281 | $127,986,315 | |
| 7 | XEL |
Xcel Energy Inc
|
1,582,019 | $127,036,125 | |
| 8 | EXC |
Exelon Corp
This page
|
2,639,618 | $123,058,991 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,058,991 | 2,639,618 | Shares | Defined | 2026-08-07 | |
| 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 | $29,739,304 | 514,877 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $20,998,548 | 434,393 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $16,831,135 | 379,849 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $14,399,607 | 329,209 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $12,011,496 | 284,498 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,622,293 | 269,080 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $8,292,026 | 228,493 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $7,319,682 | 198,850 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||