Position in EXC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$17,581,464
+$3,010,722 QoQ
Shares Held
358,659
+7.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. EXC ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
164,899 | $18,663,268 | |
| 2 | EXC |
Exelon Corp
This page
|
358,659 | $17,581,464 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
122,284 | $9,898,889 | |
| 4 | ES |
Eversource Energy
|
141,098 | $9,775,269 | |
| 5 | EIX |
Edison International
|
91,422 | $6,690,261 | |
| 6 | SO |
Southern Co
|
51,547 | $4,975,315 | |
| 7 | NEE |
Nextera Energy Inc
|
45,914 | $4,264,492 | |
| 8 | ETR |
Entergy Corp /De/
|
22,120 | $2,485,403 |
All Filings in EXC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,581,464 | 358,659 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,570,742 | 334,268 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,984,652 | 310,701 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,618,503 | 290,615 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,816,414 | 278,134 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,281,760 | 246,593 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,626,481 | 188,076 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,608,585 | 162,051 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,066,015 | 188,076 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,465,446 | 180,096 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,649,455 | 96,572 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,712,261 | 42,029 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $929,999 | 22,201 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $607,381 | 14,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $522,342 | 13,944 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $645,356 | 14,240 | Shares | Sole | 2022-08-10 | |
| 2020-12-31 | $147,528 | 4,899 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $159,261 | 6,244 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $148,913 | 5,753 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $213,246 | 8,122 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||