Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,138,726
-$1,431,014 QoQ
Shares Held
324,726
-3.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#180
of 1,277 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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. EXC ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
This page
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,138,726 | 324,726 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,569,740 | 338,020 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,395,682 | 353,193 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,238,238 | 316,335 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $12,543,039 | 288,877 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $12,138,762 | 263,428 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $12,254,605 | 325,574 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $14,059,658 | 346,724 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,753,313 | 339,593 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,583,357 | 334,931 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $11,966,475 | 333,328 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,591,703 | 333,202 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $12,753,331 | 313,042 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $9,290,531 | 221,784 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,293,246 | 168,708 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,211,167 | 165,808 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $7,242,136 | 159,800 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,312,919 | 153,536 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,407,837 | 128,252 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $6,245,573 | 129,201 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,733,723 | 129,400 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $4,732,626 | 108,199 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,123,244 | 97,661 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,983,061 | 83,419 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,706,368 | 74,576 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,556,809 | 96,626 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||