Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$228,587,316
+$53,060,677 QoQ
Shares Held
4,903,203
+36.9% QoQ
Ownership
0.479%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. EXC ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,587,316 | 4,903,203 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $175,526,639 | 3,580,715 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $163,012,556 | 3,739,678 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $174,045,604 | 3,866,821 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $170,328,705 | 3,922,817 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $177,991,319 | 3,862,659 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $101,832,189 | 2,705,425 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $238,607,625 | 5,884,282 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $96,751,311 | 2,795,473 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $151,648,556 | 4,036,427 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $75,933,556 | 2,115,141 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $80,783,449 | 2,137,694 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $75,470,520 | 1,852,492 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $89,839,845 | 2,144,661 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $91,394,525 | 2,114,146 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $751,516,970 | 20,061,852 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $914,655,755 | 20,182,166 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $722,658,072 | 15,172,330 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $177,584,608 | 3,074,525 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $80,961,384 | 1,674,833 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $95,118,604 | 2,146,659 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $90,488,684 | 2,068,785 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $152,879,256 | 3,621,018 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $53,557,779 | 1,497,702 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $42,819,591 | 1,179,926 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $38,443,512 | 1,044,375 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||