Position in EXC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$486,572
-$25,049 QoQ
Shares Held
10,437
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#674
of 1,279 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, 2026Livforsakringsbolaget Skandia, Omsesidigt holds $8,401,512 across 10 Utilities - Regulated Electric names. EXC ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
44,876 | $5,154,456 | |
| 2 | NEE |
Nextera Energy Inc
|
13,297 | $1,167,077 | |
| 3 | EXC |
Exelon Corp
This page
|
10,437 | $486,572 | |
| 4 | ED |
Consolidated Edison Inc
|
3,706 | $409,994 | |
| 5 | ES |
Eversource Energy
|
3,771 | $272,530 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,208 | $257,828 | |
| 7 | LNT |
Alliant Energy Corp
|
3,033 | $231,387 | |
| 8 | PCG |
PG&E Corp
|
9,900 | $166,518 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,572 | 10,437 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $511,621 | 10,437 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $454,948 | 10,437 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $469,769 | 10,437 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $544,356 | 12,537 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $577,704 | 12,537 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $471,892 | 12,537 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $508,375 | 12,537 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $84,344 | 2,437 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $114,100 | 3,037 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $109,028 | 3,037 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $31,630 | 837 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $34,099 | 837 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $35,061 | 837 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,183 | 837 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,354 | 837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $214,680 | 4,737 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $225,623 | 4,737 | Shares | Sole | 2022-06-21 | |
| 2021-12-31 | $273,609 | 4,737 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $228,986 | 4,737 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $254,206 | 5,737 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $648,970 | 14,837 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $626,417 | 14,837 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $366,074 | 10,237 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $756,175 | 20,837 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $767,010 | 20,837 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||