Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,397,620
+$233,494 QoQ
Shares Held
29,979
+26.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#455
of 1,276 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. EXC ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
This page
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,620 | 29,979 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,164,126 | 23,748 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,047,380 | 24,028 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $956,057 | 21,241 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $710,220 | 16,357 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $775,434 | 16,828 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $568,062 | 15,092 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $593,692 | 14,641 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $469,519 | 13,566 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $509,073 | 13,550 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $708,989 | 19,749 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $386,742 | 10,234 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $328,242 | 8,057 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $333,151 | 7,953 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $346,920 | 8,025 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $300,616 | 8,025 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $358,707 | 7,915 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $371,990 | 7,810 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $314,965 | 5,453 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $254,268 | 5,260 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $251,149 | 5,668 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $246,693 | 5,640 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||