Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,255,703
-$791,861 QoQ
Shares Held
155,635
-5.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#253
of 1,277 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, 2026Utah Retirement Systems holds $174,686,472 across 27 Utilities - Regulated Electric names. EXC ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
316,968 | $27,820,281 | |
| 2 | SO |
Southern Co
|
171,346 | $16,399,525 | |
| 3 | DUK |
Duke Energy CORP
|
118,293 | $14,973,527 | |
| 4 | AEP |
American Electric Power Co Inc
|
82,685 | $11,312,134 | |
| 5 | D |
Dominion Energy, Inc
|
133,597 | $9,123,339 | |
| 6 | ETR |
Entergy Corp /De/
|
69,458 | $7,977,945 | |
| 7 | XEL |
Xcel Energy Inc
|
94,795 | $7,612,038 | |
| 8 | EXC |
Exelon Corp
This page
|
155,635 | $7,255,703 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,255,703 | 155,635 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,047,564 | 164,169 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,275,040 | 166,897 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,512,033 | 166,897 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,179,887 | 165,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,626,746 | 165,511 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,229,834 | 165,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,711,471 | 165,511 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,707,569 | 164,911 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,458,696 | 171,911 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,175,194 | 172,011 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,462,505 | 171,011 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,954,766 | 170,711 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,402,423 | 176,711 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,621,924 | 176,311 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,668,292 | 178,011 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,890,710 | 174,111 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $8,292,906 | 174,111 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,224,158 | 177,011 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,537,371 | 176,611 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,242,160 | 186,011 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,171,116 | 186,811 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,237,580 | 195,111 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,680,356 | 186,811 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,732,206 | 185,511 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,810,268 | 185,011 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||