Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$602,004
-$44,765 QoQ
Shares Held
12,913
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#607
of 1,276 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, 2026SUMITOMO LIFE INSURANCE CO holds $26,061,010 across 10 Utilities - Regulated Electric names. EXC ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
207,072 | $18,174,709 | |
| 2 | SO |
Southern Co
|
15,945 | $1,526,095 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,614 | $1,239,396 | |
| 4 | DUK |
Duke Energy CORP
|
8,183 | $1,035,804 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,502 | $1,026,348 | |
| 6 | CMS |
Cms Energy Corp
|
10,079 | $771,043 | |
| 7 | D |
Dominion Energy, Inc
|
10,557 | $720,937 | |
| 8 | EXC |
Exelon Corp
This page
|
12,913 | $602,004 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,004 | 12,913 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $646,769 | 13,194 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $551,151 | 12,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $569,556 | 12,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $572,058 | 13,175 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $639,267 | 13,873 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $515,178 | 13,687 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $576,458 | 14,216 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $486,997 | 14,071 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $602,134 | 16,027 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $607,463 | 16,921 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $642,467 | 17,001 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $714,538 | 17,539 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $810,362 | 19,345 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $844,843 | 19,543 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $738,186 | 19,706 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $987,477 | 21,789 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,036,666 | 21,765 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,268,872 | 21,968 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,098,816 | 22,731 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,052,718 | 23,758 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,188,853 | 27,180 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,194,909 | 28,302 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,135,128 | 31,743 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,237,273 | 34,094 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,333,812 | 36,235 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||