Colonial Trust Advisors

Position in EXC — Exelon Corp

CIK 1567993 SPARTANBURG, SC

Position in EXC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,293

+$2,225 QoQ

Shares Held

135

+62.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,202

of 1,279 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Advisors holds $27,517,878 across 16 Utilities - Regulated Electric names. EXC ranks #16 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	135,471	$17,147,919
2	NEE	Nextera Energy Inc	91,382	$8,020,598
3	SO	Southern Co	6,461	$618,382
4	WEC	Wec Energy Group, Inc.	4,372	$510,518
5	AEP	American Electric Power Co Inc	3,074	$420,553
6	D	Dominion Energy, Inc	3,290	$224,674
7	XEL	Xcel Energy Inc	1,795	$144,138
8	ETR	Entergy Corp /De/	1,220	$140,129

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,293	135	+62.7%	Shares	Sole	2026-08-11
2026-03-31	$4,068	83	+107.5%	Shares	Sole	2026-05-12
2025-12-31	$1,743	40	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,800	40	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,736	40	-74.2%	Shares	Sole	2025-08-13
2025-03-31	$7,142	155	0.0%	Shares	Sole	2025-05-14
2024-12-31	$5,834	155	0.0%	Shares	Sole	2025-02-13
2024-09-30	$6,285	155	0.0%	Shares	Sole	2024-11-12
2024-06-30	$5,364	155	+287.5%	Shares	Sole	2024-08-14
2024-03-31	$1,502	40	-37.5%	Shares	Sole	2024-05-14
2023-12-31	$2,297	64	-43.9%	Shares	Sole	2024-02-14
2023-09-30	$4,308	114	+3.6%	Shares	Sole	2023-11-13
2023-06-30	$4,481	110	0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,607	110	0.0%	Shares	Sole	2023-05-11
2022-12-31	$4,755	110	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.