Position in EXC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$293,015,623
+$38,760,172 QoQ
Shares Held
5,977,471
+2.5% QoQ
Ownership
0.584%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.50125579864796.ToString("F0")%
Shared 0.ToString("F0")%
None 1.4987442013520433.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $15,707,973,476 across 35 Utilities - Regulated Electric names. EXC ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,529,576 | $4,321,667,012 | |
| 2 | PPL |
PPL Corp
|
43,836,112 | $1,674,539,476 | |
| 3 | SO |
Southern Co
|
16,809,309 | $1,622,434,501 | |
| 4 | DUK |
Duke Energy CORP
|
10,370,071 | $1,357,857,090 | |
| 5 | ETR |
Entergy Corp /De/
|
6,588,009 | $740,228,687 | |
| 6 | AEE |
Ameren Corp
|
5,682,375 | $624,606,655 | |
| 7 | XEL |
Xcel Energy Inc
|
7,767,142 | $617,021,756 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,434,011 | $513,325,448 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,015,623 | 5,977,471 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $254,255,451 | 5,832,885 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $267,265,592 | 5,937,916 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $287,867,952 | 6,629,847 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $275,089,300 | 5,969,820 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $235,792,501 | 6,264,413 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $274,278,493 | 6,763,958 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $297,016,440 | 8,581,810 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $621,059,072 | 16,530,718 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $251,371,044 | 7,001,979 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $270,089,736 | 7,147,122 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $293,993,484 | 7,216,335 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $302,201,410 | 7,214,166 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $307,053,651 | 7,102,791 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $289,256,226 | 7,721,736 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $487,764,020 | 10,762,666 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $627,680,234 | 13,178,254 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $559,412,638 | 13,578,537 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $484,655,175 | 14,056,410 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $458,809,847 | 14,517,048 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $434,159,035 | 13,916,112 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $389,379,075 | 12,930,125 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $329,832,846 | 12,931,376 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $179,790,784 | 6,945,886 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $191,623,879 | 7,298,456 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||