Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$69,883
-$3,597 QoQ
Shares Held
1,499
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,027
of 1,279 holders
Holding Since
Mar 2020
21 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, 2026Indiana Trust & Investment Management Co holds $2,667,863 across 5 Utilities - Regulated Electric names. EXC ranks #5 (2.6% of the industry book) .
All Filings in EXC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,883 | 1,499 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $73,480 | 1,499 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $65,341 | 1,499 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $71,970 | 1,599 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $69,428 | 1,599 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $87,045 | 1,889 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $71,101 | 1,889 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $97,887 | 2,414 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $93,931 | 2,714 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $101,964 | 2,714 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $97,432 | 2,714 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $116,733 | 3,089 | Shares | Sole | 2023-10-10 | |
| 2022-03-31 | $206,237 | 4,330 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $259,920 | 4,500 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $238,316 | 4,930 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $273,393 | 6,170 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $253,035 | 5,785 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $260,497 | 6,170 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $251,571 | 7,035 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $257,115 | 7,085 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $265,952 | 7,225 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||