Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$375,150
+$104,707 QoQ
Shares Held
8,047
+45.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#740
of 1,279 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $48,384,849 across 21 Utilities - Regulated Electric names. EXC ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
491,050 | $17,849,667 | |
| 2 | XEL |
Xcel Energy Inc
|
190,681 | $15,311,683 | |
| 3 | ETR |
Entergy Corp /De/
|
50,736 | $5,827,536 | |
| 4 | DUK |
Duke Energy CORP
|
15,755 | $1,994,267 | |
| 5 | NEE |
Nextera Energy Inc
|
18,796 | $1,649,724 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,097 | $1,518,179 | |
| 7 | SO |
Southern Co
|
11,820 | $1,131,291 | |
| 8 | AEE |
Ameren Corp
|
6,881 | $777,827 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,150 | 8,047 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $270,443 | 5,517 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||