Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,949,508
-$100,361 QoQ
Shares Held
41,817
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#406
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, 2026Dai-ichi Life Insurance Company, Ltd holds $110,851,203 across 21 Utilities - Regulated Electric names. EXC ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
137,279 | $17,376,775 | |
| 2 | SO |
Southern Co
|
167,983 | $16,077,652 | |
| 3 | NEE |
Nextera Energy Inc
|
166,685 | $14,629,942 | |
| 4 | ETR |
Entergy Corp /De/
|
82,451 | $9,470,321 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
102,030 | $8,280,754 | |
| 6 | ED |
Consolidated Edison Inc
|
70,775 | $7,829,838 | |
| 7 | D |
Dominion Energy, Inc
|
105,641 | $7,214,223 | |
| 8 | CMS |
Cms Energy Corp
|
67,618 | $5,172,777 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,949,508 | 41,817 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,049,869 | 41,817 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,137,132 | 26,087 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,849,325 | 41,087 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,435,297 | 56,087 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,993,863 | 64,971 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,123,028 | 82,971 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,350,724 | 57,971 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,141,126 | 32,971 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,238,720 | 32,971 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,183,658 | 32,971 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,623,874 | 42,971 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,506,687 | 36,983 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,549,217 | 36,983 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,598,775 | 36,983 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,422,768 | 37,981 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,721,298 | 37,981 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,809,035 | 37,981 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,193,783 | 37,981 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,836,000 | 37,981 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $3,898,444 | 87,981 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,924,091 | 89,714 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,476,520 | 129,714 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,614,554 | 73,114 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,681,291 | 73,885 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,455,932 | 121,052 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||