Position in EXC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$53,553,810
+$15,939,302 QoQ
Shares Held
1,092,489
+26.6% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Magellan Asset Management Ltd holds $2,023,260,942 across 27 Utilities - Regulated Electric names. EXC ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
6,182,582 | $428,329,280 | |
| 2 | XEL |
Xcel Energy Inc
|
2,316,759 | $184,043,334 | |
| 3 | EVRG |
Evergy, Inc.
|
2,242,868 | $183,735,746 | |
| 4 | D |
Dominion Energy, Inc
|
2,777,633 | $171,713,272 | |
| 5 | CMS |
Cms Energy Corp
|
2,019,954 | $156,708,031 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,261,329 | $146,024,058 | |
| 7 | LNT |
Alliant Energy Corp
|
2,034,446 | $145,991,844 | |
| 8 | EXC |
Exelon Corp
This page
|
1,092,489 | $53,553,810 |
All Filings in EXC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,553,810 | 1,092,489 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $37,614,508 | 862,916 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $37,587,715 | 835,097 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,961,728 | 759,137 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,508,684 | 727,185 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $28,585,886 | 759,455 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,764,211 | 906,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,927,102 | 922,482 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $31,022,300 | 825,720 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,879,509 | 776,588 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $28,763,178 | 761,132 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,933,103 | 734,735 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,861,707 | 688,988 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,958,303 | 692,998 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||