Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$273,286
-$10,196 QoQ
Shares Held
5,862
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#837
of 1,276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Enterprise Financial Services Corp holds $3,829,794 across 6 Utilities - Regulated Electric names. EXC ranks #4 (7.1% of the industry book) .
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,286 | 5,862 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $283,482 | 5,783 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $253,257 | 5,810 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $256,151 | 5,691 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $252,791 | 5,822 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $268,462 | 5,826 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $218,763 | 5,812 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $236,365 | 5,829 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $202,330 | 5,846 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $219,371 | 5,839 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $211,199 | 5,883 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $224,132 | 5,931 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $240,080 | 5,893 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $287,868 | 6,872 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $296,687 | 6,863 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $254,653 | 6,798 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $313,251 | 6,912 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $326,551 | 6,856 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $393,287 | 6,809 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $327,068 | 6,766 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $306,890 | 6,926 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $301,718 | 6,898 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $291,992 | 6,916 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $60,147 | 1,682 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $83,575 | 2,303 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $86,613 | 2,353 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||