Position in EXC
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$26,356
+$26,226 QoQ
Shares Held
559
+18533.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,100
of 1,279 holders
Holding Since
Dec 2025
2 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, 2026EASTERN BANK holds $136,304,887 across 28 Utilities - Regulated Electric names. EXC ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
762,781 | $67,628,162 | |
| 2 | AEP |
American Electric Power Co Inc
|
424,212 | $58,036,443 | |
| 3 | SO |
Southern Co
|
51,165 | $4,897,001 | |
| 4 | ES |
Eversource Energy
|
15,945 | $1,176,262 | |
| 5 | DUK |
Duke Energy CORP
|
6,117 | $774,288 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,197 | $606,853 | |
| 7 | D |
Dominion Energy, Inc
|
7,747 | $538,996 | |
| 8 | ED |
Consolidated Edison Inc
|
3,601 | $398,378 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,356 | 559 | Shares | Defined | 2026-07-01 | |
| 2025-12-31 | $130 | 3 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||