Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,704,234
-$2,557,661 QoQ
Shares Held
165,256
-21.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#247
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, 2026NISA INVESTMENT ADVISORS, LLC holds $227,105,340 across 35 Utilities - Regulated Electric names. EXC ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
262,151 | $30,611,372 | |
| 2 | NEE |
Nextera Energy Inc
|
311,809 | $27,367,475 | |
| 3 | LNT |
Alliant Energy Corp
|
197,792 | $15,089,551 | |
| 4 | IDA |
Idacorp Inc
|
94,447 | $14,289,831 | |
| 5 | CMS |
Cms Energy Corp
|
161,138 | $12,327,057 | |
| 6 | SO |
Southern Co
|
121,565 | $11,634,986 | |
| 7 | OGE |
Oge Energy Corp.
|
223,450 | $10,873,077 | |
| 8 | ED |
Consolidated Edison Inc
|
95,697 | $10,586,959 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,704,234 | 165,256 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,261,895 | 209,341 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,538,581 | 218,825 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,078,594 | 223,919 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,015,734 | 230,671 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,077,276 | 392,302 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,696,890 | 204,487 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,943,099 | 220,545 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,196,103 | 150,133 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,457,943 | 118,657 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,410,135 | 122,845 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,778,655 | 205,839 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,624,857 | 187,159 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,423,917 | 129,480 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,346,210 | 123,669 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,221,404 | 112,691 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,953,702 | 109,305 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,376,600 | 154,873 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,818,281 | 118,045 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,592,113 | 115,683 | Shares | Other | 2021-10-18 | |
| 2021-06-30 | $4,771,441 | 107,683 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $5,672,730 | 129,692 | Shares | Other | 2021-04-26 | |
| 2020-12-31 | $5,116,722 | 121,192 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $4,779,749 | 133,662 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $5,293,342 | 145,862 | Shares | Other | 2020-07-27 | |
| 2020-03-31 | $6,562,977 | 178,293 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||