Grove Bank & Trust

Bank

Position in EXC — Exelon Corp

CIK 1662212 Miami, FL

Position in EXC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$186,107

+$18,802 QoQ

Shares Held

3,992

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#960

of 1,276 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Utilities · as of Jun 30, 2026

Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. EXC ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,096	$1,763,825
2	SO	Southern Co	9,093	$870,291
3	DUK	Duke Energy CORP	3,342	$423,030
4	NGG	National Grid PLC	4,227	$350,291
5	AEP	American Electric Power Co Inc	1,921	$262,812
6	EXC	Exelon Corp This page	3,992	$186,107
7	PEG	Public Service Enterprise Group Inc	1,685	$136,754
8	D	Dominion Energy, Inc	1,579	$107,829

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,107	3,992	+17.0%	Shares	Sole	2026-07-07
2026-03-31	$167,305	3,413	-2.0%	Shares	Sole	2026-04-08
2025-12-31	$151,823	3,483	0.0%	Shares	Sole	2026-01-08
2025-09-30	$156,769	3,483	-1.5%	Shares	Sole	2025-10-06
2025-06-30	$153,489	3,535	+2.2%	Shares	Sole	2025-07-11
2025-03-31	$159,344	3,458	+11.7%	Shares	Sole	2025-04-17
2024-12-31	$116,571	3,097	+2.0%	Shares	Sole	2025-01-16
2024-09-30	$123,109	3,036	-8.1%	Shares	Sole	2024-10-11
2024-06-30	$114,351	3,304	-27.2%	Shares	Sole	2024-07-24
2024-03-31	$170,530	4,539	-7.1%	Shares	Sole	2024-04-30
2023-12-31	$175,443	4,887	0.0%	Shares	Sole	2024-01-30
2023-09-30	$184,679	4,887	-33.4%	Shares	Sole	2023-10-30
2023-06-30	$298,827	7,335	-1.5%	Shares	Sole	2023-07-27
2023-03-31	$311,871	7,445	-13.3%	Shares	Sole	2023-05-10
2022-12-31	$371,388	8,591	-12.9%	Shares	Sole	2023-02-03
2022-09-30	$369,542	9,865	-0.3%	Shares	Sole	2022-10-28
2022-06-30	$448,441	9,895	0.0%	Shares	Sole	2022-07-29
2022-03-31	$471,298	9,895	+6.7%	Shares	Sole	2022-04-22
2021-12-31	$535,724	9,275	+3.3%	Shares	Sole	2022-01-31
2021-09-30	$433,851	8,975	+4.5%	Shares	Sole	2021-10-28
2021-06-30	$380,401	8,585	-0.6%	Shares	Sole	2021-07-28
2021-03-31	$377,826	8,638	0.0%	Shares	Sole	2021-04-23
2020-12-31	$364,696	8,638	+11.1%	Shares	Sole	2021-02-03
2020-09-30	$278,141	7,778	-19.6%	Shares	Sole	2020-10-30
2020-06-30	$351,106	9,675	-13.0%	Shares	Sole	2020-07-31
2020-03-31	$409,254	11,118	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.