Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,312,958
-$1,201,914 QoQ
Shares Held
28,163
-45.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#466
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, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. EXC ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,312,958 | 28,163 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,514,872 | 51,303 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,225,399 | 51,053 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,161,617 | 25,808 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,131,350 | 26,056 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,377,515 | 29,894 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,009,164 | 26,811 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,280,122 | 31,569 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,095,959 | 31,666 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,300,371 | 34,612 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,131,998 | 31,532 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,317,584 | 34,866 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,461,831 | 35,882 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,818,820 | 43,419 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,771,824 | 40,986 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,469,442 | 39,227 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,450,134 | 54,063 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,125,288 | 65,616 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,669,435 | 80,842 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,774,617 | 57,398 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,775,415 | 40,068 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,800,906 | 41,173 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,780,119 | 42,163 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,502,561 | 42,018 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,491,955 | 41,112 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $1,497,064 | 40,670 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||