Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$749,229
-$56,511 QoQ
Shares Held
16,071
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#574
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, 2026Simmons Bank holds $34,432,799 across 9 Utilities - Regulated Electric names. EXC ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,543 | $10,667,828 | |
| 2 | SO |
Southern Co
|
81,775 | $7,826,684 | |
| 3 | DUK |
Duke Energy CORP
|
34,896 | $4,417,135 | |
| 4 | ETR |
Entergy Corp /De/
|
37,441 | $4,300,473 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,789 | $3,665,003 | |
| 6 | D |
Dominion Energy, Inc
|
34,443 | $2,352,112 | |
| 7 | EXC |
Exelon Corp
This page
|
16,071 | $749,229 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,733 | $252,481 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,229 | 16,071 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $805,740 | 16,437 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $731,526 | 16,782 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $765,754 | 17,013 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $745,520 | 17,170 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $806,260 | 17,497 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $674,960 | 17,932 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $740,320 | 18,257 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $633,154 | 18,294 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $711,988 | 18,951 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $718,789 | 20,022 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $770,953 | 20,401 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $870,042 | 21,356 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $894,099 | 21,344 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $963,336 | 22,284 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $915,446 | 24,438 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,122,394 | 24,766 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,248,952 | 26,222 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,592,442 | 27,570 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,395,090 | 28,860 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,331,250 | 30,044 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,443,288 | 32,997 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,220,136 | 52,585 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,711,883 | 103,800 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,867,105 | 106,561 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,733,754 | 101,433 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||