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Equibles

Ethic Inc.

Position in EXC — Exelon Corp

CIK 1780570 NEW YORK, NY
Back to EXC Full portfolio

Position in EXC

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$18,063,758
+$482,294 QoQ
Shares Held
387,468
+8.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#161
of 1,285 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in EXC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Ethic Inc. holds $124,308,016 across 30 Utilities - Regulated Electric names. EXC ranks #1 (14.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EXC
Exelon Corp
This page 		387,468 $18,063,758
2 ED
Consolidated Edison Inc
 162,939 $18,025,941
3 EIX
Edison International
 137,989 $10,273,281
4 PEG
Public Service Enterprise Group Inc
 123,610 $10,032,187
5 ES
Eversource Energy
 132,466 $9,573,317
6 AEE
Ameren Corp
 44,383 $5,017,054
7 EVRG
Evergy, Inc.
 55,341 $4,783,122
8 NEE
Nextera Energy Inc
 47,807 $4,196,020

All Filings in EXC

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,063,758 387,468
2026-03-31 $17,581,464 358,659
2025-12-31 $14,570,742 334,268
2025-09-30 $13,984,652 310,701
2025-06-30 $12,618,503 290,615
2025-03-31 $12,816,414 278,134
2024-12-31 $9,281,760 246,593
2024-09-30 $7,626,481 188,076
2024-06-30 $5,608,585 162,051
2024-03-31 $7,066,015 188,076
2023-12-31 $6,465,446 180,096
2023-09-30 $3,649,455 96,572
2023-06-30 $1,712,261 42,029
2023-03-31 $929,999 22,201
2022-12-31 $607,381 14,050
2022-09-30 $522,342 13,944
2022-06-30 $645,356 14,240
2020-12-31 $206,835 4,899
2020-09-30 $223,285 6,244
2020-06-30 $208,776 5,753
2020-03-31 $298,971 8,122