Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$305,967
-$29,378 QoQ
Shares Held
6,563
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#796
of 1,276 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, 2026Supplemental Annuity Collective Trust of NJ holds $5,732,663 across 14 Utilities - Regulated Electric names. EXC ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,375 | $1,173,923 | |
| 2 | SO |
Southern Co
|
7,230 | $691,983 | |
| 3 | DUK |
Duke Energy CORP
|
5,000 | $632,900 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,490 | $477,466 | |
| 5 | D |
Dominion Energy, Inc
|
5,641 | $385,223 | |
| 6 | ETR |
Entergy Corp /De/
|
2,937 | $337,343 | |
| 7 | XEL |
Xcel Energy Inc
|
4,004 | $321,521 | |
| 8 | EXC |
Exelon Corp
This page
|
6,563 | $305,967 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,967 | 6,563 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $335,345 | 6,841 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $523,080 | 12,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $540,120 | 12,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $521,040 | 12,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $552,960 | 12,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $451,680 | 12,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $486,600 | 12,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $415,320 | 12,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $450,840 | 12,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $430,800 | 12,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $453,480 | 12,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $488,880 | 12,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $502,680 | 12,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $518,760 | 12,000 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $449,520 | 12,000 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $543,840 | 12,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $571,560 | 12,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $693,120 | 12,000 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $580,079 | 12,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $531,720 | 12,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $524,880 | 12,000 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $506,639 | 12,000 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $429,119 | 12,000 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $435,480 | 12,000 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $441,720 | 12,000 | Shares | Sole | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||