Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$602,761,167
-$43,235,764 QoQ
Shares Held
12,929,240
-1.9% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#16
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. EXC ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
This page
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,761,167 | 12,929,240 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $645,996,931 | 13,178,232 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $573,026,554 | 13,145,826 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $582,571,675 | 12,943,161 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $558,143,561 | 12,854,527 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $610,826,710 | 13,255,788 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $488,493,612 | 12,978,045 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $521,337,683 | 12,856,663 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $460,568,421 | 13,307,380 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $535,632,634 | 14,256,924 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $507,123,076 | 14,125,991 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $477,835,088 | 12,644,485 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $511,945,724 | 12,566,169 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $498,777,317 | 11,906,835 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $388,088,203 | 8,977,289 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $299,805,115 | 8,003,340 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $383,886,095 | 8,470,567 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $413,463,741 | 8,680,742 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $466,380,712 | 8,074,456 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $389,725,995 | 8,062,188 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $350,470,141 | 7,909,492 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $348,789,408 | 7,974,149 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $335,611,212 | 7,949,111 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $273,585,461 | 7,650,606 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $276,733,876 | 7,625,609 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $274,279,787 | 7,451,216 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||