Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$146,713
-$7,258 QoQ
Shares Held
3,147
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#983
of 1,279 holders
Holding Since
Mar 2020
25 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, 2026WHITTIER TRUST CO holds $42,927,647 across 29 Utilities - Regulated Electric names. EXC ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
271,470 | $23,826,921 | |
| 2 | AEP |
American Electric Power Co Inc
|
106,961 | $14,633,333 | |
| 3 | DUK |
Duke Energy CORP
|
6,703 | $848,465 | |
| 4 | ETR |
Entergy Corp /De/
|
5,538 | $636,094 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,260 | $345,741 | |
| 6 | DTE |
Dte Energy Co
|
2,220 | $338,261 | |
| 7 | D |
Dominion Energy, Inc
|
4,610 | $314,816 | |
| 8 | EIX |
Edison International
|
3,595 | $267,647 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,713 | 3,147 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $153,971 | 3,141 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $146,549 | 3,362 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $174,503 | 3,877 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $104,772 | 2,413 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $117,688 | 2,554 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $96,132 | 2,554 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $169,296 | 4,175 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $144,496 | 4,175 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $156,854 | 4,175 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $111,828 | 3,115 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $123,119 | 3,258 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $142,875 | 3,507 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $156,752 | 3,742 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $392,744 | 9,085 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $312,453 | 8,341 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $382,047 | 8,430 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $389,518 | 8,178 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $415,121 | 7,187 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $341,957 | 7,074 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $312,829 | 7,060 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $308,804 | 7,060 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $257,113 | 7,190 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $260,924 | 7,190 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $264,664 | 7,190 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||