Position in EXC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$15,148,160
+$9,369,914 QoQ
Shares Held
309,020
+133.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.37758073911073.ToString("F0")%
Shared 0.ToString("F0")%
None 18.622419260889263.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FIFTH THIRD BANCORP holds $628,688,440 across 32 Utilities - Regulated Electric names. EXC ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,365,160 | $219,676,060 | |
| 2 | DUK |
Duke Energy CORP
|
725,882 | $95,046,989 | |
| 3 | AEP |
American Electric Power Co Inc
|
412,400 | $54,057,392 | |
| 4 | SO |
Southern Co
|
331,950 | $32,039,814 | |
| 5 | FE |
Firstenergy Corp
|
440,485 | $22,314,970 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
173,765 | $20,116,774 | |
| 7 | D |
Dominion Energy, Inc
|
257,244 | $15,902,824 | |
| 8 | EXC |
Exelon Corp
This page
|
309,020 | $15,148,160 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,148,160 | 309,020 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $5,778,246 | 132,559 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,034,175 | 134,063 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,967,471 | 137,436 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $6,375,444 | 138,356 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $5,145,651 | 136,707 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $5,943,413 | 146,570 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $5,845,559 | 168,898 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $6,505,959 | 173,169 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $7,040,995 | 196,128 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $7,334,094 | 194,075 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $7,613,491 | 186,880 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $8,296,314 | 198,050 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $8,703,582 | 201,332 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $7,657,310 | 204,413 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $9,495,808 | 209,528 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $11,545,845 | 242,407 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $9,437,994 | 229,087 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $7,983,681 | 231,550 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $7,138,029 | 225,852 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $7,368,133 | 236,171 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $8,091,538 | 268,696 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,129,599 | 279,522 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $7,931,399 | 306,415 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $8,059,541 | 306,967 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||