Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,718,879
-$88,488 QoQ
Shares Held
36,870
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#418
of 1,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTPAC BANKING CORP holds $36,251,753 across 17 Utilities - Regulated Electric names. EXC ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
52,202 | $5,775,107 | |
| 2 | ES |
Eversource Energy
|
78,583 | $5,679,192 | |
| 3 | NEE |
Nextera Energy Inc
|
56,126 | $4,926,177 | |
| 4 | DUK |
Duke Energy CORP
|
18,672 | $2,363,501 | |
| 5 | PCG |
PG&E Corp
|
103,022 | $1,732,829 | |
| 6 | EXC |
Exelon Corp
This page
|
36,870 | $1,718,879 | |
| 7 | CMS |
Cms Energy Corp
|
22,343 | $1,709,239 | |
| 8 | EIX |
Edison International
|
22,745 | $1,693,365 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,718,879 | 36,870 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,807,367 | 36,870 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,607,163 | 36,870 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,659,518 | 36,870 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,386,444 | 31,931 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,471,380 | 31,931 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $945,667 | 25,124 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,256,036 | 30,975 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $869,541 | 25,124 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $943,908 | 25,124 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $901,951 | 25,124 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $843,019 | 22,308 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $941,419 | 23,108 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $13,191,117 | 314,899 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $14,045,726 | 324,907 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $12,014,992 | 320,742 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $14,925,186 | 329,329 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $16,884,833 | 354,500 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $17,564,587 | 304,096 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $17,248,911 | 356,825 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $14,575,131 | 328,935 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $11,239,083 | 256,952 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,928,594 | 258,849 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,173,297 | 228,560 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $7,961,204 | 219,377 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,658,097 | 343,876 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||