Position in EXC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,803,795
+$559,522 QoQ
Shares Held
57,197
+11.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names.
All Filings in EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,803,795 | 57,197 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,244,273 | 51,486 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $722,858 | 16,060 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $521,487 | 11,317 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $489,582 | 13,007 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $317,338 | 9,169 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $471,202 | 12,542 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $422,649 | 11,773 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $354,922 | 9,392 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $379,533 | 9,316 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $472,099 | 11,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $535,705 | 12,392 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $515,974 | 13,774 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $371,850 | 8,205 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $367,417 | 7,714 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $432,910 | 7,495 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $203,220 | 4,204 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||