Position in EXC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$349,509
-$27,748 QoQ
Shares Held
7,497
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#758
of 1,276 holders
Holding Since
Sep 2021
13 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, 2026Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. EXC ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,293 | $1,176,562 | |
| 2 | NEE |
Nextera Energy Inc
|
10,666 | $936,154 | |
| 3 | DUK |
Duke Energy CORP
|
6,436 | $814,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,415 | $604,015 | |
| 5 | EXC |
Exelon Corp
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|
7,497 | $349,509 | |
| 6 | D |
Dominion Energy, Inc
|
4,369 | $298,358 | |
| 7 | ES |
Eversource Energy
|
3,518 | $254,245 | |
| 8 | OGE |
Oge Energy Corp.
|
5,215 | $253,761 |
All Filings in EXC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,509 | 7,497 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $377,257 | 7,696 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $335,729 | 7,702 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $346,666 | 7,702 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $335,766 | 7,733 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $356,336 | 7,733 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $292,199 | 7,763 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $312,964 | 7,718 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $240,988 | 6,963 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $231,956 | 6,174 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $221,646 | 6,174 | Shares | Sole | 2024-01-22 | |
| 2021-12-31 | $240,859 | 4,170 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $201,576 | 4,170 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||