Position in EXC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$11,863,204
+$1,927,978 QoQ
Shares Held
254,466
+25.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#209
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. EXC ranks #11 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,863,204 | 254,466 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,935,226 | 202,677 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,120,466 | 209,233 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,458,549 | 187,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,776,652 | 179,103 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,231,961 | 178,645 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,818,579 | 154,585 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,983,318 | 172,215 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,131,148 | 206,043 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,678,932 | 204,390 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,935,048 | 221,032 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $9,037,478 | 239,150 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,403,973 | 230,829 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,248,055 | 220,770 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,979,778 | 207,721 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,089,679 | 189,260 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,680,380 | 169,470 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,673,780 | 119,122 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,231,728 | 107,890 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,768,787 | 98,651 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,018,790 | 90,697 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,679,410 | 84,120 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,653,673 | 86,539 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,097,707 | 86,625 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,388,911 | 93,384 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,391,919 | 119,313 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||