Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$438,461
-$29,925 QoQ
Shares Held
9,405
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#699
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, 2026Community Bank & Trust, Waco, Texas holds $9,812,576 across 5 Utilities - Regulated Electric names. EXC ranks #3 (4.5% of the industry book) .
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,461 | 9,405 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $468,386 | 9,555 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $416,502 | 9,555 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $430,070 | 9,555 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $420,045 | 9,674 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $445,777 | 9,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $366,764 | 9,744 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $400,917 | 9,887 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $347,380 | 10,037 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $378,292 | 10,069 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $361,477 | 10,069 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $454,575 | 12,029 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $463,091 | 11,367 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $476,163 | 11,367 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $491,395 | 11,367 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $450,606 | 12,029 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $547,012 | 12,070 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $585,515 | 12,293 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $684,051 | 11,843 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,053,134 | 21,786 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $959,534 | 21,655 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $923,876 | 21,122 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $865,424 | 20,498 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $653,513 | 18,275 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $636,564 | 17,541 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $650,544 | 17,673 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||