Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,693,561
-$2,645,909 QoQ
Shares Held
100,677
-32.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#303
of 1,279 holders
Holding Since
Jun 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, 2026Northwest & Ethical Investments L.P. holds $153,781,037 across 13 Utilities - Regulated Electric names. EXC ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
476,249 | $41,800,374 | |
| 2 | AEP |
American Electric Power Co Inc
|
220,649 | $30,186,989 | |
| 3 | FTS |
Fortis Inc.
|
406,892 | $23,286,429 | |
| 4 | AEE |
Ameren Corp
|
201,428 | $22,769,421 | |
| 5 | EMA |
Emera Inc
|
350,465 | $18,581,654 | |
| 6 | EXC |
Exelon Corp
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|
100,677 | $4,693,561 | |
| 7 | D |
Dominion Energy, Inc
|
56,557 | $3,862,277 | |
| 8 | ED |
Consolidated Edison Inc
|
27,814 | $3,077,062 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,693,561 | 100,677 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,339,470 | 149,724 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,239,596 | 234,907 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,234,168 | 271,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,840,671 | 249,670 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,811,361 | 147,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,756,177 | 365,467 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,608,826 | 360,267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,440,820 | 330,564 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,728,226 | 285,553 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $13,139,507 | 366,003 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $10,898,333 | 288,392 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $590,404 | 14,492 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||