Montecito Bank & Trust

Bank

Position in EXC — Exelon Corp

CIK 1422508 SANTA BARBARA, CA

Position in EXC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$403,029

-$11,533 QoQ

Shares Held

8,645

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#718

of 1,279 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Utilities · as of Jun 30, 2026

Montecito Bank & Trust holds $4,145,761 across 6 Utilities - Regulated Electric names. EXC ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,517	$1,361,926
2	SO	Southern Co	11,160	$1,068,122
3	PEG	Public Service Enterprise Group Inc	8,552	$694,080
4	EXC	Exelon Corp This page	8,645	$403,029
5	DTE	Dte Energy Co	2,631	$400,885
6	ED	Consolidated Edison Inc	1,968	$217,719

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,029	8,645	+2.2%	Shares	Sole	2026-07-16
2026-03-31	$414,562	8,457	-6.4%	Shares	Sole	2026-04-16
2025-12-31	$393,704	9,032	-36.6%	Shares	Sole	2026-01-09
2025-09-30	$641,617	14,255	+57.2%	Shares	Sole	2025-10-07
2025-03-31	$417,807	9,067	—	Shares	Sole	2025-04-17
No filing history on record for this holder in this stock.