Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$939,187,169
-$62,250,495 QoQ
Shares Held
20,145,585
-1.4% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#9
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. EXC ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
This page
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,187,169 | 20,145,585 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,001,437,664 | 20,429,165 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $798,458,775 | 18,317,476 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $840,043,276 | 18,663,481 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $793,264,466 | 18,269,564 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $903,605,802 | 19,609,501 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,296,920,599 | 34,455,914 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,636,838,601 | 65,026,846 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,840,309,898 | 82,066,163 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,483,210,800 | 92,712,558 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,343,945,023 | 93,146,101 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,431,088,401 | 90,793,554 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,700,991,481 | 90,844,170 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,928,480,013 | 93,780,855 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,164,308,717 | 96,329,140 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,406,178,571 | 90,928,419 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,092,219,838 | 90,296,113 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,439,590,246 | 93,209,957 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,484,296,383 | 77,636,688 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,493,563,894 | 72,270,696 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,170,198,413 | 71,545,778 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,178,828,667 | 72,675,525 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,181,681,854 | 75,359,646 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,792,301,630 | 78,084,557 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,937,892,942 | 80,955,838 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,462,520,295 | 66,898,005 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||