Position in EXC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$625,920
+$362,593 QoQ
Shares Held
13,426
+110.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#600
of 1,279 holders
Holding Since
Mar 2020
6 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, 2026First National Trust Co holds $32,356,536 across 7 Utilities - Regulated Electric names. EXC ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
193,685 | $16,999,732 | |
| 2 | AEP |
American Electric Power Co Inc
|
56,857 | $7,778,605 | |
| 3 | SO |
Southern Co
|
32,103 | $3,072,577 | |
| 4 | PPL |
PPL Corp
|
48,340 | $1,757,158 | |
| 5 | DUK |
Duke Energy CORP
|
12,440 | $1,574,654 | |
| 6 | EXC |
Exelon Corp
This page
|
13,426 | $625,920 | |
| 7 | D |
Dominion Energy, Inc
|
8,023 | $547,890 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,920 | 13,426 | Shares | Sole | 2026-07-30 | |
| 2021-12-31 | $263,327 | 4,559 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $215,547 | 4,459 | Shares | Sole | 2021-11-05 | |
| 2021-03-31 | $205,665 | 4,702 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $214,224 | 5,074 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $200,430 | 5,445 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||