Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,389,322
-$10,485,282 QoQ
Shares Held
29,801
-87.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#457
of 1,279 holders
Holding Since
Mar 2023
13 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 Jun 30, 2026Vinva Investment Management Ltd holds $198,054,155 across 14 Utilities - Regulated Electric names. EXC ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
418,297 | $46,276,197 | |
| 2 | DUK |
Duke Energy CORP
|
296,847 | $37,574,893 | |
| 3 | NEE |
Nextera Energy Inc
|
308,590 | $27,084,944 | |
| 4 | SO |
Southern Co
|
262,779 | $25,150,578 | |
| 5 | PCG |
PG&E Corp
|
1,320,766 | $22,215,284 | |
| 6 | DTE |
Dte Energy Co
|
99,278 | $15,126,988 | |
| 7 | PPL |
PPL Corp
|
146,547 | $5,326,983 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
65,619 | $5,325,638 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389,322 | 29,801 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,874,604 | 242,240 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $997,077 | 22,874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $560,329 | 12,449 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $718,253 | 16,542 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $986,803 | 21,415 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,631,751 | 69,919 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,857,801 | 70,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $971,710 | 28,076 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $860,540 | 22,905 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $684,339 | 18,109 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,185,208 | 29,092 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,403,608 | 33,507 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||