Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$166,060
+$10,314 QoQ
Shares Held
3,562
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#969
of 1,279 holders
Holding Since
Mar 2020
23 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, 2026TRUST CO OF VERMONT holds $47,717,074 across 25 Utilities - Regulated Electric names. EXC ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
429,130 | $37,664,739 | |
| 2 | SO |
Southern Co
|
23,114 | $2,212,240 | |
| 3 | POR |
Portland General Electric Co /Or/
|
39,717 | $2,058,532 | |
| 4 | DUK |
Duke Energy CORP
|
14,323 | $1,813,004 | |
| 5 | D |
Dominion Energy, Inc
|
16,144 | $1,102,473 | |
| 6 | ED |
Consolidated Edison Inc
|
5,704 | $631,033 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,495 | $478,150 | |
| 8 | ETR |
Entergy Corp /De/
|
2,722 | $312,648 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,060 | 3,562 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $155,746 | 3,573 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $156,858 | 3,485 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $151,318 | 3,485 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $160,588 | 3,485 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $131,175 | 3,485 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $116,986 | 2,885 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $108,501 | 3,135 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $117,781 | 3,135 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $80,559 | 2,244 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $78,791 | 2,085 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $84,942 | 2,085 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $87,339 | 2,085 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $77,813 | 1,800 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $76,792 | 2,050 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $93,041 | 2,053 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $106,855 | 1,850 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $79,757 | 1,800 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $91,503 | 2,092 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $105,929 | 2,509 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $140,714 | 3,935 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $196,220 | 5,407 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $211,289 | 5,740 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||