Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,106,334
-$610,083 QoQ
Shares Held
109,531
-6.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#295
of 1,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names. EXC ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
This page
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
|
4,328 | $547,837 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,106,334 | 109,531 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,716,417 | 116,614 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,838,925 | 111,010 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,163,996 | 114,730 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,929,255 | 113,525 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,431,633 | 117,874 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,578,829 | 121,648 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,565,199 | 112,582 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,851,296 | 111,277 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,472,705 | 39,199 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,358,814 | 37,850 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,818,832 | 48,130 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,146,100 | 52,678 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,774,334 | 42,357 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,358,069 | 31,415 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,183,960 | 31,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,255,861 | 27,711 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,345,785 | 28,255 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,467,970 | 25,415 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,126,997 | 23,314 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,039,114 | 23,451 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,087,901 | 24,872 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,020,371 | 24,168 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $801,309 | 22,408 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $759,550 | 20,930 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $488,984 | 13,284 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||