Position in EXC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,915,706
-$416,640 QoQ
Shares Held
105,442
-3.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#299
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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $148,650,476 across 30 Utilities - Regulated Electric names. EXC ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
234,836 | $20,611,555 | |
| 2 | ETR |
Entergy Corp /De/
|
101,101 | $11,612,460 | |
| 3 | SO |
Southern Co
|
116,162 | $11,117,865 | |
| 4 | DUK |
Duke Energy CORP
|
80,322 | $10,167,158 | |
| 5 | EVRG |
Evergy, Inc.
|
103,149 | $8,915,168 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
113,419 | $8,123,068 | |
| 7 | AEP |
American Electric Power Co Inc
|
56,069 | $7,670,799 | |
| 8 | D |
Dominion Energy, Inc
|
90,619 | $6,188,371 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,915,706 | 105,442 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,332,346 | 108,779 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,727,902 | 108,463 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,926,839 | 109,461 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,026,082 | 115,755 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,385,692 | 116,877 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,530,275 | 120,358 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,992,597 | 123,122 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,364,632 | 126,109 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,903,335 | 130,512 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,780,731 | 133,168 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,261,501 | 139,230 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,827,001 | 143,029 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,955,543 | 142,171 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,135,806 | 141,934 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,143,183 | 137,298 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,056,882 | 133,647 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,226,241 | 130,721 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,461,265 | 129,177 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,201,874 | 128,297 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,653,211 | 127,583 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,514,172 | 126,067 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,188,200 | 122,885 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,526,425 | 126,578 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,811,591 | 132,587 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,876,745 | 132,484 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||