Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$76,923
-$3,960 QoQ
Shares Held
1,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,016
of 1,279 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 39%
Shared 61%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Citizens National Bank Trust Department holds $15,817,681 across 10 Utilities - Regulated Electric names. EXC ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
82,100 | $7,205,917 | |
| 2 | AEP |
American Electric Power Co Inc
|
27,024 | $3,697,153 | |
| 3 | SO |
Southern Co
|
37,347 | $3,574,481 | |
| 4 | DTE |
Dte Energy Co
|
3,267 | $497,792 | |
| 5 | DUK |
Duke Energy CORP
|
2,592 | $328,095 | |
| 6 | D |
Dominion Energy, Inc
|
4,798 | $327,655 | |
| 7 | EXC |
Exelon Corp
This page
|
1,650 | $76,923 | |
| 8 | ED |
Consolidated Edison Inc
|
660 | $73,015 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,923 | 1,650 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $80,883 | 1,650 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $71,923 | 1,650 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $74,266 | 1,650 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $71,643 | 1,650 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $76,032 | 1,650 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $62,106 | 1,650 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $66,907 | 1,650 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $57,106 | 1,650 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $61,990 | 1,650 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $59,235 | 1,650 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $69,911 | 1,850 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $75,369 | 1,850 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $77,496 | 1,850 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $79,975 | 1,850 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,301 | 1,850 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $83,842 | 1,850 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $30,959 | 650 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $37,544 | 650 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||