Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$51,282
-$2,640 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,047
of 1,276 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Towne Trust Company, N.A holds $14,769,203 across 12 Utilities - Regulated Electric names. EXC ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
71,817 | $6,873,605 | |
| 2 | NEE |
Nextera Energy Inc
|
64,177 | $5,632,814 | |
| 3 | D |
Dominion Energy, Inc
|
21,310 | $1,455,259 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 | |
| 5 | DUK |
Duke Energy CORP
|
1,931 | $244,425 | |
| 6 | ETR |
Entergy Corp /De/
|
700 | $80,402 | |
| 7 | FE |
Firstenergy Corp
|
1,191 | $56,620 | |
| 8 | EXC |
Exelon Corp
This page
|
1,100 | $51,282 |
All Filings in EXC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,282 | 1,100 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $53,922 | 1,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $47,949 | 1,100 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $49,511 | 1,100 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $47,762 | 1,100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $50,688 | 1,100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,404 | 1,100 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $44,605 | 1,100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $38,071 | 1,100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,327 | 1,100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,490 | 1,100 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $44,814 | 1,100 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||