Position in EXC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$11,492,202
+$1,119,080 QoQ
Shares Held
246,508
+16.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#211
of 1,277 holders
Holding Since
Dec 2023
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, 2026Rakuten Investment Management, Inc. holds $167,387,397 across 20 Utilities - Regulated Electric names. EXC ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
341,078 | $29,936,416 | |
| 2 | SO |
Southern Co
|
184,383 | $17,647,296 | |
| 3 | DUK |
Duke Energy CORP
|
127,432 | $16,130,342 | |
| 4 | XEL |
Xcel Energy Inc
|
150,401 | $12,077,200 | |
| 5 | EXC |
Exelon Corp
This page
|
246,508 | $11,492,202 | |
| 6 | D |
Dominion Energy, Inc
|
143,816 | $9,821,194 | |
| 7 | ETR |
Entergy Corp /De/
|
74,887 | $8,601,520 | |
| 8 | ED |
Consolidated Edison Inc
|
60,270 | $6,667,670 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,492,202 | 246,508 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $10,373,122 | 211,610 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,169,768 | 187,423 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,276,618 | 28,363 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $5,925,288 | 128,587 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $3,220,481 | 79,420 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $2,041,851 | 58,996 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $1,365,744 | 36,352 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $88,385 | 2,462 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||