Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,787,030
-$1,937,859 QoQ
Shares Held
188,482
-13.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 1,279 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $954,393,953 across 32 Utilities - Regulated Electric names. EXC ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,334,293 | $380,420,895 | |
| 2 | XEL |
Xcel Energy Inc
|
1,509,192 | $121,188,117 | |
| 3 | AEP |
American Electric Power Co Inc
|
516,094 | $70,606,818 | |
| 4 | D |
Dominion Energy, Inc
|
860,186 | $58,742,100 | |
| 5 | AEE |
Ameren Corp
|
383,917 | $43,397,976 | |
| 6 | EVRG |
Evergy, Inc.
|
409,158 | $35,363,524 | |
| 7 | CMS |
Cms Energy Corp
|
435,757 | $33,335,410 | |
| 8 | SO |
Southern Co
|
308,433 | $29,520,121 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,787,030 | 188,482 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,724,889 | 218,786 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $7,935,443 | 176,304 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||