Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$194,591
-$10,018 QoQ
Shares Held
4,174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#957
of 1,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 19%
None 12%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEOPLES FINANCIAL SERVICES CORP. holds $7,580,387 across 11 Utilities - Regulated Electric names. EXC ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,544 | $1,890,916 | |
| 2 | SO |
Southern Co
|
17,933 | $1,716,366 | |
| 3 | DUK |
Duke Energy CORP
|
9,156 | $1,158,965 | |
| 4 | D |
Dominion Energy, Inc
|
15,386 | $1,050,709 | |
| 5 | PPL |
PPL Corp
|
21,109 | $767,312 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,785 | $381,015 | |
| 7 | XEL |
Xcel Energy Inc
|
3,400 | $273,020 | |
| 8 | EXC |
Exelon Corp
This page
|
4,174 | $194,591 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,591 | 4,174 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $204,609 | 4,174 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $181,944 | 4,174 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $187,871 | 4,174 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $181,235 | 4,174 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $192,337 | 4,174 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $157,109 | 4,174 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $169,255 | 4,174 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $144,462 | 4,174 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $156,817 | 4,174 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $157,026 | 4,374 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $169,072 | 4,474 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $190,418 | 4,674 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $195,793 | 4,674 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $413,711 | 9,570 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $381,829 | 10,193 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $466,478 | 10,293 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $490,255 | 10,293 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $558,539 | 9,670 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $468,655 | 9,695 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $451,741 | 10,195 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $454,677 | 10,395 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $439,213 | 10,403 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $372,010 | 10,403 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $395,561 | 10,900 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $401,229 | 10,900 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||