Position in EXC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$147,645
-$3,483 QoQ
Shares Held
3,167
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#982
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. EXC ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,645 | 3,167 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $151,128 | 3,083 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $151,431 | 3,474 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $156,949 | 3,487 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $172,420 | 3,971 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $185,195 | 4,019 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $137,950 | 3,665 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $160,942 | 3,969 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $120,304 | 3,476 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $107,863 | 2,871 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $81,421 | 2,268 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $109,893 | 2,908 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $112,483 | 2,761 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $93,372 | 2,229 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $41,457 | 959 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $152,237 | 4,064 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $54,248 | 1,197 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $43,105 | 905 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $25,067 | 434 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $15,323 | 317 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,399 | 167 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,662 | 38 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,906 | 1,111 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $55,427 | 1,550 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,104 | 58 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36 | 1 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||