Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$781,382,318
+$43,591,807 QoQ
Shares Held
15,940,072
-5.8% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67.68707820140337.ToString("F0")%
Shared 0.1016181106333773.ToString("F0")%
None 32.211303687963266.ToString("F0")%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MORGAN STANLEY holds $21,577,576,167 across 42 Utilities - Regulated Electric names. EXC ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,751,882 | $6,014,154,788 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,486,169 | $1,898,847,026 | |
| 3 | DUK |
Duke Energy CORP
|
12,679,831 | $1,660,297,063 | |
| 4 | SO |
Southern Co
|
12,915,066 | $1,246,562,165 | |
| 5 | ETR |
Entergy Corp /De/
|
9,591,393 | $1,077,688,909 | |
| 6 | EXC |
Exelon Corp
This page
|
15,940,072 | $781,382,318 | |
| 7 | D |
Dominion Energy, Inc
|
11,288,689 | $697,866,746 | |
| 8 | PPL |
PPL Corp
|
16,964,450 | $648,041,986 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $781,382,318 | 15,940,072 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $737,790,511 | 16,925,683 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $805,019,005 | 17,885,337 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $820,027,851 | 18,885,948 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $793,926,089 | 17,229,299 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $631,736,576 | 16,783,650 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $631,738,617 | 15,579,251 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $552,969,915 | 15,977,172 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $577,472,532 | 15,370,576 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $573,244,587 | 15,967,816 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $649,070,072 | 17,175,710 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $712,437,197 | 17,487,413 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $690,710,756 | 16,488,679 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $700,954,731 | 16,214,544 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $827,947,395 | 22,102,173 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,074,319,112 | 23,705,188 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $892,694,266 | 18,742,269 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $696,558,150 | 16,907,449 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $569,276,062 | 16,510,662 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $443,839,299 | 14,043,370 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $410,908,248 | 13,170,854 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $354,470,414 | 11,770,912 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $197,564,229 | 7,745,673 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $105,102,556 | 4,060,444 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $89,208,388 | 3,397,716 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||