Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,325,067
+$337,843 QoQ
Shares Held
47,431
+4.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. EXC ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,325,067 | 47,431 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,987,224 | 45,589 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,663,794 | 36,965 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,473,023 | 33,925 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,556,352 | 33,775 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,262,784 | 33,549 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,556,187 | 38,377 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,315,110 | 37,998 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,051,772 | 27,995 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,051,331 | 29,285 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,100,029 | 29,109 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,257,643 | 30,870 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,148,791 | 27,424 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $941,852 | 21,787 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $878,287 | 23,446 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $810,185 | 17,877 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $710,496 | 14,917 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $862,645 | 14,935 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $593,976 | 13,405 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $586,334 | 13,405 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $565,958 | 13,405 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $479,362 | 13,405 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $486,468 | 13,405 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $493,438 | 13,405 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||