Swiss Life Asset Management Ltd

Position in EXC — Exelon Corp

CIK 1637689 Zurich, V8

Back to EXC Full portfolio

Position in EXC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$13,529,496

-$5,130,653 QoQ

Shares Held

290,208

-23.8% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#200

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, 2026

Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. EXC ranks #10 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	1,190,736	$81,315,360
2	EIX	Edison International	698,286	$51,987,392
3	NEE	Nextera Energy Inc	454,368	$39,879,878
4	FE	Firstenergy Corp	606,726	$28,843,754
5	ES	Eversource Energy	388,873	$28,103,851
6	SO	Southern Co	250,850	$24,008,853
7	DUK	Duke Energy CORP	147,934	$18,725,484
8	ED	Consolidated Edison Inc	137,715	$15,235,409

All Filings in EXC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,529,496	290,208	-23.8%	Shares	Defined	2026-07-29
2026-03-31	$18,660,149	380,664	+3.1%	Shares	Defined	2026-05-14
2025-12-31	$16,097,612	369,296	+58.5%	Shares	Defined	2026-02-04
2025-09-30	$10,485,033	232,949	-35.0%	Shares	Defined	2025-12-02
2025-06-30	$15,552,304	358,183	+32.0%	Shares	Defined	2025-12-02
2025-03-31	$12,500,443	271,277	+85.7%	Shares	Defined	2025-12-02
2024-12-31	$5,497,321	146,050	+125.6%	Shares	Sole	2025-12-09
2024-09-30	$2,625,125	64,738	-37.2%	Shares	Sole	2025-12-09
2024-06-30	$3,570,332	103,159	+1.0%	Shares	Defined	2025-12-09
2024-03-31	$3,835,859	102,099	-53.9%	Shares	Sole	2025-12-09
2023-12-31	$7,959,424	221,711	+39.3%	Shares	Defined	2025-12-09
2023-09-30	$6,013,711	159,135	+44.9%	Shares	Defined	2025-12-09
2023-06-30	$4,474,799	109,838	-0.2%	Shares	Defined	2025-12-09
2023-03-31	$4,608,737	110,020	+66.5%	Shares	Sole	2025-12-09
2022-12-31	$2,856,422	66,075	-68.8%	Shares	Defined	2025-12-09
2022-09-30	$7,929,494	211,679	-3.5%	Shares	Sole	2025-12-09
2022-06-30	$9,940,714	219,345	+93.5%	Shares	Defined	2025-12-09
2022-03-31	$5,399,574	113,365	-5.6%	Shares	Sole	2025-12-09
2021-12-31	$6,933,164	120,034	-24.6%	Shares	Defined	2025-12-29
2021-09-30	$7,698,817	159,264	+13.0%	Shares	Defined	2025-12-29
2021-06-30	$6,244,130	140,919	+36.6%	Shares	Sole	2025-12-29
2021-03-31	$4,513,707	103,194	+1.8%	Shares	Sole	2025-12-29
2020-12-31	$4,281,104	101,400	+315.8%	Shares	Sole	2025-12-29
2020-09-30	$871,970	24,384	-65.1%	Shares	Sole	2025-12-29
2020-06-30	$2,532,284	69,779	+437.8%	Shares	Defined	2025-12-29
2020-03-31	$477,573	12,974	—	Shares	Defined	2025-12-29
No filing history on record for this holder in this stock.