Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,984,468
-$431,473 QoQ
Shares Held
149,817
-1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#261
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, 2026COMMERCE BANK holds $408,126,355 across 27 Utilities - Regulated Electric names. EXC ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,618,174 | $142,027,131 | |
| 2 | AEP |
American Electric Power Co Inc
|
736,935 | $100,820,076 | |
| 3 | DUK |
Duke Energy CORP
|
329,494 | $41,707,349 | |
| 4 | AEE |
Ameren Corp
|
179,331 | $20,271,575 | |
| 5 | SO |
Southern Co
|
154,685 | $14,804,900 | |
| 6 | XEL |
Xcel Energy Inc
|
157,794 | $12,670,858 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
87,185 | $10,180,591 | |
| 8 | PPL |
PPL Corp
|
267,590 | $9,726,895 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,984,468 | 149,817 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,415,941 | 151,284 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,048,075 | 46,985 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,164,980 | 48,100 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,029,319 | 46,737 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $2,295,152 | 49,808 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,878,046 | 49,895 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,998,709 | 49,290 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,682,599 | 48,616 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,826,502 | 48,616 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,861,414 | 51,850 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,006,800 | 53,104 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,194,866 | 53,875 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,236,758 | 53,396 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,276,707 | 52,665 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,015,909 | 53,815 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,353,693 | 51,935 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,486,047 | 52,195 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,965,860 | 51,348 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,469,060 | 51,077 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,013,670 | 45,445 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,918,917 | 43,871 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,748,961 | 41,425 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,685,474 | 47,133 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,440,243 | 39,687 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,381,223 | 37,523 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||