Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$363,263
-$142,476 QoQ
Shares Held
7,792
-24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#747
of 1,279 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $313,581,110 across 23 Utilities - Regulated Electric names. EXC ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,144,304 | $156,552,230 | |
| 2 | LNT |
Alliant Energy Corp
|
1,435,378 | $109,504,987 | |
| 3 | NEE |
Nextera Energy Inc
|
327,751 | $28,766,705 | |
| 4 | DUK |
Duke Energy CORP
|
39,931 | $5,054,465 | |
| 5 | SO |
Southern Co
|
26,562 | $2,542,249 | |
| 6 | DTE |
Dte Energy Co
|
9,556 | $1,456,047 | |
| 7 | POR |
Portland General Electric Co /Or/
|
26,593 | $1,378,315 | |
| 8 | IDA |
Idacorp Inc
|
6,990 | $1,057,587 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,263 | 7,792 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $505,739 | 10,317 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $454,164 | 10,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $468,599 | 10,411 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $446,574 | 10,285 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $476,559 | 10,342 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $368,570 | 9,792 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $372,654 | 9,190 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $324,676 | 9,381 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $340,722 | 9,069 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $225,164 | 6,272 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $239,513 | 6,338 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $250,713 | 6,154 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $228,300 | 5,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $253,500 | 5,864 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,812 | 5,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,518 | 5,947 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $264,155 | 5,546 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $327,326 | 5,667 | Shares | Sole | 2022-02-15 | |
| 2020-12-31 | $248,464 | 5,885 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $209,446 | 5,857 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $212,514 | 5,856 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $213,535 | 5,801 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||