Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$58,131,549
-$3,383,893 QoQ
Shares Held
1,246,923
-0.6% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#82
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, 2026Aberdeen Group plc holds $1,073,900,789 across 25 Utilities - Regulated Electric names. EXC ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,849,554 | $250,105,353 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,186,493 | $96,295,771 | |
| 3 | PCG |
PG&E Corp
|
5,322,304 | $89,521,153 | |
| 4 | CMS |
Cms Energy Corp
|
831,675 | $63,623,137 | |
| 5 | ES |
Eversource Energy
|
872,259 | $63,038,157 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,382,422 | $60,881,864 | |
| 7 | ED |
Consolidated Edison Inc
|
544,740 | $60,264,585 | |
| 8 | EXC |
Exelon Corp
This page
|
1,246,923 | $58,131,549 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,131,549 | 1,246,923 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $61,515,442 | 1,254,905 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $55,387,850 | 1,270,655 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $57,963,157 | 1,287,784 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $50,327,904 | 1,159,095 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $39,531,570 | 857,890 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,641,642 | 521,829 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $21,031,987 | 518,668 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $20,634,446 | 596,199 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $15,659,739 | 416,815 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $14,958,524 | 416,672 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $9,251,671 | 244,818 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $10,341,888 | 253,851 | Shares | Defined | 2024-06-20 | |
| 2023-03-31 | $11,386,705 | 271,824 | Shares | Defined | 2024-06-20 | |
| 2022-12-31 | $46,899,404 | 1,084,881 | Shares | Defined | 2024-06-20 | |
| 2022-09-30 | $40,877,062 | 1,091,219 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $28,250,311 | 623,352 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $21,433,021 | 449,990 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $32,458,065 | 561,947 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $28,768,183 | 595,122 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,094,628 | 521,205 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $26,198,825 | 598,967 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $23,132,319 | 547,900 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $21,056,328 | 588,824 | Shares | Defined | 2020-10-21 | |
| 2020-06-30 | $23,563,975 | 649,323 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $28,387,336 | 771,184 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||