Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$329,883
+$21,441 QoQ
Shares Held
7,076
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#777
of 1,276 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $15,444,278 across 7 Utilities - Regulated Electric names. EXC ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,190 | $6,862,736 | |
| 2 | SO |
Southern Co
|
37,115 | $3,552,276 | |
| 3 | DUK |
Duke Energy CORP
|
16,828 | $2,130,088 | |
| 4 | D |
Dominion Energy, Inc
|
20,011 | $1,366,551 | |
| 5 | ETR |
Entergy Corp /De/
|
7,579 | $870,523 | |
| 6 | ED |
Consolidated Edison Inc
|
3,003 | $332,221 | |
| 7 | EXC |
Exelon Corp
This page
|
7,076 | $329,883 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,883 | 7,076 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $308,442 | 7,076 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $325,197 | 7,225 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $307,239 | 7,076 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $224,686 | 4,876 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||