Position in EXC
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$2,107
-$13,716 QoQ
Shares Held
43
-88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $1,941,726 across 17 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,020 | $528,375 | |
| 2 | DUK |
Duke Energy CORP
|
2,121 | $268,475 | |
| 3 | LNT |
Alliant Energy Corp
|
3,516 | $268,235 | |
| 4 | D |
Dominion Energy, Inc
|
2,361 | $161,232 | |
| 5 | ED |
Consolidated Edison Inc
|
1,300 | $143,819 | |
| 6 | DTE |
Dte Energy Co
|
908 | $138,351 | |
| 7 | XEL |
Xcel Energy Inc
|
1,030 | $82,709 | |
| 8 | ES |
Eversource Energy
|
1,129 | $81,592 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,107 | 43 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $15,823 | 363 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,338 | 363 | Shares | Sole | 2025-11-10 | |
| 2023-03-31 | $25,008 | 597 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $25,808 | 597 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $29,780 | 795 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $175,932 | 3,882 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $184,899 | 3,882 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $228,671 | 3,959 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||