Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$619,346
-$37,276 QoQ
Shares Held
13,285
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#603
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026PLIMOTH TRUST CO LLC holds $15,048,130 across 11 Utilities - Regulated Electric names. EXC ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,922 | $4,469,423 | |
| 2 | DUK |
Duke Energy CORP
|
34,152 | $4,322,959 | |
| 3 | ED |
Consolidated Edison Inc
|
11,824 | $1,308,088 | |
| 4 | ETR |
Entergy Corp /De/
|
10,430 | $1,197,989 | |
| 5 | SO |
Southern Co
|
9,687 | $927,142 | |
| 6 | D |
Dominion Energy, Inc
|
10,360 | $707,483 | |
| 7 | EXC |
Exelon Corp
This page
|
13,285 | $619,346 | |
| 8 | NGG |
National Grid PLC
|
7,397 | $612,988 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,346 | 13,285 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $656,622 | 13,395 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $569,066 | 13,055 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $577,253 | 12,825 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $562,071 | 12,945 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $601,113 | 13,045 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $511,903 | 13,600 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $553,507 | 13,650 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $478,656 | 13,830 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $530,675 | 14,125 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $527,191 | 14,685 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $568,927 | 15,055 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $633,261 | 15,544 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $656,080 | 15,662 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $677,932 | 15,682 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $596,475 | 15,923 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $725,663 | 16,012 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $766,223 | 16,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $948,823 | 16,427 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $833,477 | 17,242 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $819,602 | 18,497 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $856,209 | 19,575 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $926,474 | 21,944 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $866,820 | 24,240 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $860,436 | 23,710 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $851,637 | 23,136 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||