Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,126,520
+$107,306 QoQ
Shares Held
131,414
+7.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#271
of 1,277 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026iA Global Asset Management Inc. holds $203,743,563 across 16 Utilities - Regulated Electric names. EXC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
1,425,936 | $109,084,104 | |
| 2 | DUK |
Duke Energy CORP
|
153,077 | $19,376,486 | |
| 3 | SO |
Southern Co
|
186,800 | $17,878,628 | |
| 4 | NEE |
Nextera Energy Inc
|
145,331 | $12,755,701 | |
| 5 | ETR |
Entergy Corp /De/
|
98,710 | $11,337,830 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,185 | $10,696,489 | |
| 7 | EXC |
Exelon Corp
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|
131,414 | $6,126,520 | |
| 8 | XEL |
Xcel Energy Inc
|
72,848 | $5,849,694 |
All Filings in EXC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,126,520 | 131,414 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,019,214 | 122,791 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,841,926 | 202,843 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,700,928 | 193,311 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,610,310 | 175,272 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,192,350 | 156,084 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,076,637 | 108,306 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,135,653 | 101,989 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,400,051 | 98,239 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $3,528,536 | 93,919 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $3,214,019 | 89,527 | Shares | Sole | 2025-04-08 | |
| 2023-09-30 | $3,134,869 | 82,955 | Shares | Sole | 2025-04-08 | |
| 2023-06-30 | $2,498,869 | 61,337 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||