Position in EXC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,244,094
+$973,797 QoQ
Shares Held
66,179
+27.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Banque Cantonale Vaudoise holds $31,350,572 across 20 Utilities - Regulated Electric names. EXC ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,072 | $6,879,806 | |
| 2 | DUK |
Duke Energy CORP
|
40,308 | $5,277,929 | |
| 3 | EXC |
Exelon Corp
This page
|
66,179 | $3,244,094 | |
| 4 | XEL |
Xcel Energy Inc
|
39,735 | $3,156,548 | |
| 5 | SO |
Southern Co
|
18,270 | $1,763,420 | |
| 6 | D |
Dominion Energy, Inc
|
28,018 | $1,732,072 | |
| 7 | PCG |
PG&E Corp
|
98,435 | $1,729,502 | |
| 8 | ED |
Consolidated Edison Inc
|
12,036 | $1,362,234 |
All Filings in EXC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,244,094 | 66,179 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,270,297 | 52,083 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,686,216 | 104,115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,443,721 | 56,281 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,119,321 | 89,395 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $3,240,026 | 79,902 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,113,715 | 32,179 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $242,890 | 6,465 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,792,230 | 77,778 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,300,316 | 34,409 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,018,418 | 24,998 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $615,699 | 14,698 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,554,806 | 59,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,176,169 | 31,398 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,129,949 | 46,998 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,600,272 | 33,598 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,191,300 | 20,625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,012,538 | 41,633 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,036,712 | 45,965 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,295,500 | 143,930 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,106,274 | 144,630 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $5,326,984 | 148,965 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,317,874 | 146,538 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,944,032 | 79,979 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||