Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,487
-$192,181 QoQ
Shares Held
418
-90.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,128
of 1,279 holders
Holding Since
Mar 2020
22 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, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. EXC ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
|
972 | $66,377 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,487 | 418 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $211,668 | 4,318 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $178,719 | 4,100 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $9,002 | 200 | Shares | Sole | 2025-10-21 | |
| 2024-06-30 | $247,461 | 7,150 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $268,625 | 7,150 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $259,126 | 7,218 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $272,767 | 7,218 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $294,061 | 7,218 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $395,357 | 9,438 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $408,004 | 9,438 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $474,917 | 12,678 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $325,306 | 7,178 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $347,174 | 7,289 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $421,012 | 7,289 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $352,349 | 7,289 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $322,976 | 7,289 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $318,820 | 7,289 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $442,422 | 10,479 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $374,728 | 10,479 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $412,943 | 11,379 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $418,861 | 11,379 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||