Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$751,117,419
-$30,264,899 QoQ
Shares Held
16,111,485
+1.1% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#11
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. EXC ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
This page
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,117,419 | 16,111,485 | Shares | Defined | 2026-08-13 | |
| 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 | $976,574,529 | 16,907,449 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $798,125,043 | 16,510,662 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $622,262,699 | 14,043,370 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $576,093,366 | 13,170,854 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $496,967,523 | 11,770,912 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $276,985,050 | 7,745,673 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $147,353,787 | 4,060,444 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $125,070,162 | 3,397,716 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||