Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,985,494
+$51,615 QoQ
Shares Held
149,839
+5.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. EXC ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
245,711 | $21,566,054 | |
| 2 | SO |
Southern Co
|
120,111 | $11,495,823 | |
| 3 | DUK |
Duke Energy CORP
|
84,401 | $10,683,478 | |
| 4 | AEP |
American Electric Power Co Inc
|
58,757 | $8,038,545 | |
| 5 | EXC |
Exelon Corp
This page
|
149,839 | $6,985,494 | |
| 6 | ETR |
Entergy Corp /De/
|
56,685 | $6,510,839 | |
| 7 | D |
Dominion Energy, Inc
|
93,312 | $6,372,276 | |
| 8 | XEL |
Xcel Energy Inc
|
65,010 | $5,220,303 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,985,494 | 149,839 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,933,879 | 141,450 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,205,559 | 142,362 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,897,975 | 131,037 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,803,467 | 110,628 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,569,292 | 99,160 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,387,185 | 89,989 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,462,970 | 85,400 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,627,971 | 75,931 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,693,844 | 71,702 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,600,667 | 72,442 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,655,881 | 70,280 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,449,288 | 60,120 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,731,146 | 41,326 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,391,011 | 32,177 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $550,512 | 14,696 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $661,400 | 14,594 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $736,883 | 15,471 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $492,692 | 8,530 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||