Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$417,109
-$21,914 QoQ
Shares Held
8,947
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#710
of 1,277 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LGT Group Foundation holds $238,472,303 across 7 Utilities - Regulated Electric names. EXC ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,548,827 | $223,710,543 | |
| 2 | D |
Dominion Energy, Inc
|
181,802 | $12,415,256 | |
| 3 | EIX |
Edison International
|
14,900 | $1,109,304 | |
| 4 | EXC |
Exelon Corp
This page
|
8,947 | $417,109 | |
| 5 | ES |
Eversource Energy
|
4,867 | $351,737 | |
| 6 | NGG |
National Grid PLC
|
3,770 | $312,419 | |
| 7 | CIG |
Energy Co Of Minas Gerais
|
74,255 | $155,935 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,109 | 8,947 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $439,023 | 8,956 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $389,998 | 8,947 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $402,704 | 8,947 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $549,132 | 12,647 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $582,773 | 12,647 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $476,032 | 12,647 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $776,450 | 19,148 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $309,655 | 8,947 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $277,340 | 7,382 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $2,674,375 | 56,149 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,344,939 | 40,598 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||