Position in EXC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$123,824,470
+$50,603,340 QoQ
Shares Held
2,525,999
+50.4% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,360,025,509 across 34 Utilities - Regulated Electric names. EXC ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,411,734 | $185,050,091 | |
| 2 | EXC |
Exelon Corp
This page
|
2,525,999 | $123,824,470 | |
| 3 | NEE |
Nextera Energy Inc
|
1,120,238 | $104,047,704 | |
| 4 | ETR |
Entergy Corp /De/
|
857,978 | $96,402,406 | |
| 5 | XEL |
Xcel Energy Inc
|
1,157,937 | $91,986,514 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
736,978 | $85,319,942 | |
| 7 | DUK |
Duke Energy CORP
|
579,205 | $75,841,101 | |
| 8 | AEE |
Ameren Corp
|
594,693 | $65,368,653 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,824,470 | 2,525,999 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $73,221,130 | 1,679,769 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,734,048 | 438,437 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,711,027 | 615,178 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $35,623,939 | 773,089 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,268,371 | 671,317 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $26,701,039 | 658,472 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,697,548 | 280,195 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,543,530 | 254,020 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $9,571,153 | 266,606 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,203,779 | 534,633 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,138,814 | 592,509 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,915,460 | 570,911 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,374,373 | 263,113 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,394,876 | 517,749 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,360,980 | 559,598 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $18,119,689 | 380,426 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,808,690 | 213,812 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,732,533 | 224,266 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,851,794 | 343,358 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $9,372,530 | 300,418 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,291,192 | 341,740 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $9,287,543 | 364,126 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $9,532,043 | 368,253 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $8,963,040 | 341,379 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||