Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,307,482
+$2,011,627 QoQ
Shares Held
499,946
+15.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#143
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 6%
None 71%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. EXC ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,307,482 | 499,946 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,295,855 | 434,432 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $19,331,248 | 443,479 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,414,825 | 298,041 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $12,369,229 | 284,874 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,393,405 | 485,968 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,920,176 | 422,959 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,947,172 | 343,950 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,427,172 | 127,916 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,276,593 | 140,447 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,264,356 | 63,074 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,574,066 | 41,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,721,317 | 115,889 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,505,478 | 107,555 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,310,809 | 99,718 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,707,683 | 72,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,270,200 | 72,158 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,190,257 | 66,980 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,823,019 | 66,188 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,191,792 | 66,028 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,055,312 | 68,953 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,441,683 | 78,685 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $3,331,451 | 78,907 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,795,178 | 78,165 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,780,254 | 76,612 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,825,504 | 76,759 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||