Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$455,710
-$23,460 QoQ
Shares Held
9,775
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#691
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. EXC ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
|
5,885 | $472,565 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,710 | 9,775 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $479,170 | 9,775 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $426,092 | 9,775 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $446,724 | 9,925 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $430,943 | 9,925 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $466,836 | 10,131 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $386,035 | 10,256 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $415,880 | 10,256 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $361,466 | 10,444 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $397,190 | 10,572 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $379,534 | 10,572 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $399,515 | 10,572 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $486,639 | 11,945 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $500,376 | 11,945 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $526,887 | 12,188 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $456,562 | 12,188 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $570,941 | 12,598 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $815,901 | 17,130 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,270,547 | 21,997 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,446,525 | 29,924 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,343,658 | 30,324 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,532,518 | 35,037 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,429,652 | 33,862 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,118,357 | 31,274 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,135,153 | 31,280 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,002,632 | 27,238 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||