Position in EXC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$94,685
-$4,874 QoQ
Shares Held
2,031
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,007
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, 2026Independence Bank of Kentucky holds $5,548,068 across 13 Utilities - Regulated Electric names. EXC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 2 | DUK |
Duke Energy CORP
|
5,532 | $700,240 | |
| 3 | SO |
Southern Co
|
4,264 | $408,107 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,965 | $268,831 | |
| 5 | D |
Dominion Energy, Inc
|
1,701 | $116,161 | |
| 6 | EXC |
Exelon Corp
This page
|
2,031 | $94,685 | |
| 7 | FE |
Firstenergy Corp
|
1,710 | $81,293 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
656 | $76,601 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,685 | 2,031 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $99,559 | 2,031 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $90,710 | 2,081 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $91,100 | 2,024 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $87,882 | 2,024 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $93,265 | 2,024 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $71,516 | 1,900 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $77,045 | 1,900 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $24,227 | 700 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $26,299 | 700 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $25,130 | 700 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $26,453 | 700 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $30,880 | 758 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $29,323 | 700 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $30,261 | 700 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $11,238 | 300 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $13,596 | 300 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $14,289 | 300 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $25,992 | 450 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $21,752 | 450 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $19,939 | 450 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $19,683 | 450 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $23,220 | 550 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $19,667 | 550 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $19,959 | 550 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $20,245 | 550 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||