Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$234,218
-$12,058 QoQ
Shares Held
5,024
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#895
of 1,279 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $24,861,031 across 5 Utilities - Regulated Electric names. EXC ranks #5 (0.9% of the industry book) .
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,218 | 5,024 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $246,276 | 5,024 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $218,996 | 5,024 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $226,130 | 5,024 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $218,142 | 5,024 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $231,505 | 5,024 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $223,998 | 5,524 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $208,288 | 5,544 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $205,166 | 5,036 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $209,282 | 4,996 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $215,977 | 4,996 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $226,418 | 4,996 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $237,959 | 4,996 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $288,569 | 4,996 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $241,506 | 4,996 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $220,486 | 4,976 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $217,650 | 4,976 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $210,086 | 4,976 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||