Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$412,913
-$5,570 QoQ
Shares Held
8,857
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#713
of 1,279 holders
Holding Since
Sep 2020
17 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, 2026ASAHI LIFE ASSET MANAGEMENT CO., LTD. holds $3,050,860 across 7 Utilities - Regulated Electric names. EXC ranks #5 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,352 | $645,285 | |
| 2 | DUK |
Duke Energy CORP
|
4,235 | $536,066 | |
| 3 | XEL |
Xcel Energy Inc
|
5,570 | $447,271 | |
| 4 | DTE |
Dte Energy Co
|
2,790 | $425,112 | |
| 5 | EXC |
Exelon Corp
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|
8,857 | $412,913 | |
| 6 | PCG |
PG&E Corp
|
21,890 | $368,189 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,850 | $216,024 |
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,913 | 8,857 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $418,483 | 8,537 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $394,737 | 8,770 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $372,109 | 8,570 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $458,035 | 9,940 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $374,141 | 9,940 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $343,677 | 9,930 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $404,628 | 10,770 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $386,643 | 10,770 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $303,453 | 8,030 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $365,280 | 8,720 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $142,348 | 3,800 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $409,692 | 9,040 | Shares | Sole | 2022-08-02 | |
| 2021-06-30 | $442,657 | 9,990 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $435,213 | 9,950 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $490,596 | 11,620 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $473,819 | 13,250 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||