Position in EXC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$612,353
-$76,867 QoQ
Shares Held
13,135
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#606
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026Florida Trust Wealth Management Co holds $78,573,738 across 14 Utilities - Regulated Electric names. EXC ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
276,800 | $24,294,735 | |
| 2 | SO |
Southern Co
|
203,535 | $19,480,334 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
149,036 | $12,095,761 | |
| 4 | DUK |
Duke Energy CORP
|
76,697 | $9,708,305 | |
| 5 | D |
Dominion Energy, Inc
|
67,185 | $4,588,062 | |
| 6 | GNE |
Genie Energy Ltd.
|
271,939 | $3,929,518 | |
| 7 | XEL |
Xcel Energy Inc
|
19,919 | $1,599,495 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,423 | $741,920 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,353 | 13,135 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $689,220 | 14,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $612,874 | 14,060 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $629,464 | 13,985 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $607,227 | 13,985 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $644,428 | 13,985 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $451,114 | 11,985 | Shares | Defined | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||