Position in EXC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$68,323,680
+$34,031,519 QoQ
Shares Held
1,393,792
+77.2% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 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, 2026J. Safra Sarasin Holding AG holds $74,822,668 across 5 Utilities - Regulated Electric names. EXC ranks #1 (91.3% of the industry book) .
All Filings in EXC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,323,680 | 1,393,792 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $34,292,161 | 786,698 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $3,098,397 | 68,838 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,350,236 | 54,128 | Shares | Defined | 2025-07-21 | |
| 2024-09-30 | $2,754,682 | 67,933 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,424,776 | 70,060 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||