Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,028,756
+$538,599 QoQ
Shares Held
172,217
+12.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#245
of 1,277 holders
Holding Since
Mar 2020
15 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, 2026TOBAM holds $18,273,018 across 6 Utilities - Regulated Electric names. EXC ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
79,678 | $8,814,777 | |
| 2 | EXC |
Exelon Corp
This page
|
172,217 | $8,028,756 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
13,649 | $1,107,752 | |
| 4 | CMS |
Cms Energy Corp
|
3,520 | $269,280 | |
| 5 | PCG |
PG&E Corp
|
1,888 | $31,756 | |
| 6 | EIX |
Edison International
|
278 | $20,697 |
All Filings in EXC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,028,756 | 172,217 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,490,157 | 152,798 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,942,840 | 159,276 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $6,611,653 | 146,893 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,737,208 | 109,102 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,272,683 | 27,619 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $88,115 | 2,341 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $122,704 | 3,026 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $79,153 | 2,287 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $92,760 | 2,469 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $51,588 | 1,437 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1 | 18 | Shares | Sole | 2023-10-31 | |
| 2022-12-31 | $98,261 | 2,273 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $191,757 | 5,119 | Shares | Sole | 2022-11-02 | |
| 2020-03-31 | $9,078,026 | 246,618 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||