Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,531,327
-$61,283 QoQ
Shares Held
32,847
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#432
of 1,276 holders
Holding Since
Sep 2020
24 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, 2026Iowa State Bank holds $7,119,087 across 3 Utilities - Regulated Electric names. EXC ranks #2 (21.5% of the industry book) .
All Filings in EXC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,327 | 32,847 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,592,610 | 32,489 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,425,044 | 32,692 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,497,212 | 33,264 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,446,841 | 33,322 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,585,013 | 34,397 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,461,109 | 38,818 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,636,233 | 40,351 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,748,635 | 50,524 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,934,253 | 51,484 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,890,063 | 52,648 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,986,695 | 52,572 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,171,727 | 53,307 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,256,949 | 53,878 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,493,505 | 57,680 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,162,752 | 57,735 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,628,468 | 57,998 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,801,357 | 58,815 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,883,320 | 67,232 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,216,928 | 66,548 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,953,930 | 66,665 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,968,503 | 67,867 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,265,185 | 53,652 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,797,831 | 50,275 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||