Position in EXC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$195,638
+$32,873 QoQ
Shares Held
3,991
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Virtus Investment Advisers, LLC holds $4,726,447 across 13 Utilities - Regulated Electric names. EXC ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
32,966 | $2,412,451 | |
| 2 | CMS |
Cms Energy Corp
|
2,523 | $195,734 | |
| 3 | EXC |
Exelon Corp
This page
|
3,991 | $195,638 | |
| 4 | LNT |
Alliant Energy Corp
|
2,722 | $195,330 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,680 | $194,493 | |
| 6 | XEL |
Xcel Energy Inc
|
2,446 | $194,310 | |
| 7 | AEE |
Ameren Corp
|
1,761 | $193,569 | |
| 8 | DTE |
Dte Energy Co
|
1,323 | $193,449 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195,638 | 3,991 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $162,765 | 3,734 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||