Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,418,413
-$1,614,748 QoQ
Shares Held
30,425
-50.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#450
of 1,279 holders
Holding Since
Jun 2024
9 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, 2026Plato Investment Management Ltd holds $15,146,607 across 7 Utilities - Regulated Electric names. EXC ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
57,544 | $4,158,704 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
47,045 | $3,818,172 | |
| 3 | EIX |
Edison International
|
37,619 | $2,800,734 | |
| 4 | PCG |
PG&E Corp
|
93,343 | $1,570,029 | |
| 5 | EXC |
Exelon Corp
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|
30,425 | $1,418,413 | |
| 6 | ED |
Consolidated Edison Inc
|
10,713 | $1,185,179 | |
| 7 | NEE |
Nextera Energy Inc
|
2,226 | $195,376 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,413 | 30,425 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,033,161 | 61,876 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,291,657 | 52,573 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,405,469 | 53,443 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,320,495 | 53,443 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,460,625 | 53,399 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,280,005 | 60,574 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,200,117 | 29,596 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,522 | 44 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||