Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$704,941
-$100,457 QoQ
Shares Held
15,121
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#581
of 1,279 holders
Holding Since
Sep 2025
4 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, 2026Arvest Bank Trust Division holds $16,908,718 across 12 Utilities - Regulated Electric names. EXC ranks #10 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
35,706 | $2,580,472 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
26,941 | $2,186,531 | |
| 3 | DTE |
Dte Energy Co
|
13,684 | $2,085,031 | |
| 4 | NEE |
Nextera Energy Inc
|
23,164 | $2,033,104 | |
| 5 | LNT |
Alliant Energy Corp
|
26,234 | $2,001,391 | |
| 6 | EIX |
Edison International
|
20,456 | $1,522,949 | |
| 7 | FE |
Firstenergy Corp
|
27,816 | $1,322,372 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
10,324 | $1,104,668 |
All Filings in EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,941 | 15,121 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $805,398 | 16,430 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $692,252 | 15,881 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $728,621 | 16,188 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||