Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$113,074,059
-$10,909,432 QoQ
Shares Held
2,425,441
-4.1% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#56
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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,508,974,238 across 24 Utilities - Regulated Electric names. EXC ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,644,707 | $407,665,933 | |
| 2 | SO |
Southern Co
|
2,492,383 | $238,545,976 | |
| 3 | DUK |
Duke Energy CORP
|
1,756,974 | $222,397,768 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,388,960 | $190,023,617 | |
| 5 | D |
Dominion Energy, Inc
|
1,957,830 | $133,700,210 | |
| 6 | XEL |
Xcel Energy Inc
|
1,515,264 | $121,675,699 | |
| 7 | EXC |
Exelon Corp
This page
|
2,425,441 | $113,074,059 | |
| 8 | ETR |
Entergy Corp /De/
|
961,963 | $110,491,070 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,074,059 | 2,425,441 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $123,983,491 | 2,529,243 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $116,297,902 | 2,667,995 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $115,744,610 | 2,571,531 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $116,746,957 | 2,688,783 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $112,528,143 | 2,442,017 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $91,306,773 | 2,425,791 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $96,740,743 | 2,385,715 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $81,194,679 | 2,345,989 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $93,148,089 | 2,479,321 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $88,855,838 | 2,475,093 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $100,574,457 | 2,661,404 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $110,106,001 | 2,702,651 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $128,856,362 | 3,076,065 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $135,922,771 | 3,144,177 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $109,856,207 | 2,932,627 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $128,511,522 | 2,835,647 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $129,474,772 | 2,718,345 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $169,563,597 | 2,935,657 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $148,045,680 | 3,062,593 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $132,032,974 | 2,979,751 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $148,888,173 | 3,403,935 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $147,128,440 | 3,484,807 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $140,411,926 | 3,926,511 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $144,010,425 | 3,968,315 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $147,034,478 | 3,994,409 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||