Position in EXC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$10,228,022
+$839,086 QoQ
Shares Held
208,650
-3.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $98,097,503 across 23 Utilities - Regulated Electric names. EXC ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
190,048 | $17,651,657 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
148,845 | $17,231,785 | |
| 3 | EXC |
Exelon Corp
This page
|
208,650 | $10,228,022 | |
| 4 | CMS |
Cms Energy Corp
|
119,266 | $9,252,656 | |
| 5 | AEE |
Ameren Corp
|
56,074 | $6,163,653 | |
| 6 | EVRG |
Evergy, Inc.
|
73,137 | $5,991,382 | |
| 7 | LNT |
Alliant Energy Corp
|
63,141 | $4,530,998 | |
| 8 | ED |
Consolidated Edison Inc
|
30,545 | $3,457,082 |
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,228,022 | 208,650 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $9,388,936 | 215,392 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $7,636,801 | 169,669 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,663,802 | 176,504 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,065,935 | 175,042 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,605,179 | 175,483 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,777,286 | 191,795 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $8,467,924 | 244,667 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,066,391 | 241,320 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,608,465 | 211,935 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,615,101 | 175,049 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,695,565 | 90,711 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,065,843 | 97,060 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $5,287,028 | 122,300 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,590,422 | 122,542 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,203,641 | 114,820 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,423,873 | 92,880 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $3,452,746 | 83,808 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||