Position in EXC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$384,335
-$19,295 QoQ
Shares Held
8,244
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#733
of 1,279 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. EXC ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,955 | $11,059,150 | |
| 2 | FE |
Firstenergy Corp
|
207,782 | $9,877,956 | |
| 3 | D |
Dominion Energy, Inc
|
107,566 | $7,345,682 | |
| 4 | NEE |
Nextera Energy Inc
|
27,475 | $2,411,480 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
22,874 | $1,856,453 | |
| 6 | SO |
Southern Co
|
10,610 | $1,015,483 | |
| 7 | DUK |
Duke Energy CORP
|
3,348 | $423,789 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,898 | $396,475 |
All Filings in EXC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,335 | 8,244 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $403,630 | 8,234 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $261,278 | 5,994 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $265,018 | 5,888 | Shares | Sole | 2025-11-04 | |
| 2022-12-31 | $299,627 | 6,931 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $259,635 | 6,931 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $314,112 | 6,931 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $331,838 | 6,967 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||