Lombard Odier Asset Management (Switzerland) SA
Position in EXC — Exelon Corp
CIK 1535660
PETIT-LANCY, V8
Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,186,886
+$6,359,476 QoQ
Shares Held
309,810
+53.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Lombard Odier Asset Management (Switzerland) SA holds $75,216,703 across 17 Utilities - Regulated Electric names. EXC ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
172,336 | $16,006,567 | |
| 2 | EXC |
Exelon Corp
This page
|
309,810 | $15,186,886 | |
| 3 | D |
Dominion Energy, Inc
|
105,290 | $6,509,027 | |
| 4 | ETR |
Entergy Corp /De/
|
52,332 | $5,880,023 | |
| 5 | EMA |
Emera Inc
|
113,000 | $5,861,310 | |
| 6 | AEP |
American Electric Power Co Inc
|
29,700 | $3,893,076 | |
| 7 | SO |
Southern Co
|
40,153 | $3,875,567 | |
| 8 | LNT |
Alliant Energy Corp
|
46,200 | $3,315,312 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,186,886 | 309,810 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,827,410 | 202,510 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $572,077 | 12,710 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $703,881 | 16,211 | Shares | Other | 2025-08-14 | |
| 2024-03-31 | $235,300 | 6,263 | Shares | Other | 2024-05-15 | |
| 2023-03-31 | $262,357 | 6,263 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $270,749 | 6,263 | Shares | Other | 2023-02-14 | |
| 2021-12-31 | $388,129 | 9,421 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $502,225 | 14,566 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $273,761 | 8,662 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $308,270 | 9,881 | Shares | Other | 2021-05-17 | |
| 2020-09-30 | $250,447 | 9,819 | Shares | Other | 2020-11-16 | |
| 2020-03-31 | $207,338 | 7,897 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||