Position in EXC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$212,893
-$3,328 QoQ
Shares Held
4,343
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
|
3,403 | $273,260 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,893 | 4,343 | Shares | Sole | 2026-04-13 | |
| 2022-06-30 | $216,221 | 4,771 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $227,385 | 4,774 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $274,764 | 4,757 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $231,065 | 4,780 | Shares | Sole | 2021-10-05 | |
| No filing history on record for this holder in this stock. | ||||||