UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in EXC — Exelon Corp
CIK 861177
NEW YORK, NY
Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$624,447,481
-$33,117,971 QoQ
Shares Held
13,394,412
-0.1% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#13
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. EXC ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
This page
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,447,481 | 13,394,412 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $657,565,452 | 13,414,228 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $602,935,698 | 13,831,973 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $558,374,791 | 12,405,572 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $611,418,330 | 14,081,491 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $547,989,665 | 11,892,137 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $483,524,565 | 12,846,030 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $363,625,752 | 8,967,343 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $304,811,302 | 8,807,030 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $269,496,178 | 7,173,175 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $277,993,440 | 7,743,550 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $297,403,401 | 7,869,897 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $327,327,316 | 8,034,544 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $336,567,043 | 8,034,544 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $248,789,377 | 5,755,017 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $213,518,434 | 5,699,905 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $240,512,689 | 5,306,988 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $262,831,099 | 5,518,184 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $311,007,360 | 5,384,475 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $280,802,290 | 5,808,904 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $224,248,251 | 5,060,887 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $238,553,583 | 5,453,898 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $227,622,198 | 5,391,340 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $181,051,629 | 5,062,969 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $168,487,962 | 4,642,812 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $183,098,663 | 4,974,146 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||