Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,475,941
+$486,081 QoQ
Shares Held
31,659
+56.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#441
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. EXC ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
This page
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,941 | 31,659 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $989,860 | 20,193 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $883,133 | 20,260 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $880,260 | 19,557 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $820,289 | 18,892 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,111,680 | 24,125 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $782,987 | 20,802 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $807,472 | 19,913 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $714,834 | 20,654 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $779,915 | 20,759 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $825,197 | 22,986 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $787,694 | 20,844 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $851,140 | 20,892 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $909,808 | 21,719 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $886,474 | 20,506 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $723,689 | 19,319 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $779,458 | 17,199 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $736,169 | 15,456 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $805,752 | 13,950 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $646,788 | 13,380 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $524,232 | 11,831 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $478,821 | 10,947 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $468,135 | 11,088 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $366,289 | 10,243 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $428,730 | 11,814 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $545,304 | 14,814 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||