Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$85,686
-$10,049 QoQ
Shares Held
1,838
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,011
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ADIRONDACK TRUST CO holds $4,913,584 across 14 Utilities - Regulated Electric names. EXC ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,901 | $1,922,250 | |
| 2 | SO |
Southern Co
|
11,470 | $1,097,793 | |
| 3 | DUK |
Duke Energy CORP
|
6,720 | $850,617 | |
| 4 | D |
Dominion Energy, Inc
|
3,362 | $229,590 | |
| 5 | CNP |
Centerpoint Energy Inc
|
5,000 | $220,200 | |
| 6 | ETR |
Entergy Corp /De/
|
1,751 | $201,119 | |
| 7 | DTE |
Dte Energy Co
|
1,200 | $182,843 | |
| 8 | EXC |
Exelon Corp
This page
|
1,838 | $85,686 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,686 | 1,838 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $95,735 | 1,953 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $83,256 | 1,910 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $85,968 | 1,910 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $82,931 | 1,910 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $88,012 | 1,910 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $86,157 | 2,289 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $124,041 | 3,059 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $105,871 | 3,059 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $114,926 | 3,059 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $109,818 | 3,059 | Shares | Sole | 2024-03-29 | |
| 2023-09-30 | $115,977 | 3,069 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $122,097 | 2,997 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,987 | 2,745 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $111,532 | 2,580 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $93,836 | 2,505 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $113,525 | 2,505 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $114,549 | 2,405 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $101,368 | 1,755 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $84,836 | 1,755 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $77,763 | 1,755 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $76,763 | 1,755 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $74,095 | 1,755 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $62,758 | 1,755 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $69,132 | 1,905 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $70,122 | 1,905 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||