Position in EXC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,424,509
+$6,730,631 QoQ
Shares Held
498,256
+22.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Capital International, Inc./CA/ holds $178,034,745 across 7 Utilities - Regulated Electric names. EXC ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
787,321 | $39,885,681 | |
| 2 | SO |
Southern Co
|
392,539 | $37,887,864 | |
| 3 | CNP |
Centerpoint Energy Inc
|
692,437 | $29,885,580 | |
| 4 | EXC |
Exelon Corp
This page
|
498,256 | $24,424,509 | |
| 5 | DTE |
Dte Energy Co
|
139,915 | $20,458,371 | |
| 6 | ETR |
Entergy Corp /De/
|
147,714 | $16,597,145 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
109,890 | $8,895,595 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,424,509 | 498,256 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,693,878 | 405,916 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,206,268 | 26,800 | Shares | Defined | 2025-11-13 | |
| 2022-09-30 | $219,515 | 5,860 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $265,575 | 5,860 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $281,683 | 5,914 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $362,386 | 6,274 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $318,367 | 6,586 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $291,826 | 6,586 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $306,792 | 7,014 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $300,563 | 7,119 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $559,375 | 15,414 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $486,224 | 13,209 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||