Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,167,525
-$9,049,186 QoQ
Shares Held
582,744
-21.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#132
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $1,767,869,284 across 28 Utilities - Regulated Electric names. EXC ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,515,500 | $318,411,990 | |
| 2 | FTS |
Fortis Inc.
|
4,518,242 | $258,578,989 | |
| 3 | PCG |
PG&E Corp
|
13,278,514 | $223,344,605 | |
| 4 | EMA |
Emera Inc
|
3,894,059 | $206,463,008 | |
| 5 | NEE |
Nextera Energy Inc
|
2,312,715 | $202,986,995 | |
| 6 | ES |
Eversource Energy
|
1,527,855 | $110,418,080 | |
| 7 | AEP |
American Electric Power Co Inc
|
648,949 | $88,782,712 | |
| 8 | EIX |
Edison International
|
1,062,311 | $79,089,053 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,167,525 | 582,744 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $36,216,711 | 738,815 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,875,716 | 662,439 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $42,805,905 | 951,031 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $48,096,898 | 1,107,713 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,629,081 | 686,395 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,892,600 | 236,254 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $11,400,024 | 281,135 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,913,376 | 286,431 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,156,604 | 483,274 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $19,787,182 | 551,175 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $30,679,584 | 811,844 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $36,366,968 | 892,660 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $52,991,813 | 1,265,023 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $61,614,378 | 1,425,269 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $59,115,626 | 1,578,100 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $70,062,907 | 1,545,960 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $62,693,606 | 1,316,263 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,836,365 | 1,209,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $57,623,333 | 1,192,043 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $46,504,969 | 1,049,535 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $43,541,305 | 995,457 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,120,094 | 476,554 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,661,346 | 382,029 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,702,984 | 377,596 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,694,522 | 317,699 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||