Position in EXC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$50,396
-$2,594 QoQ
Shares Held
1,081
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,053
of 1,279 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $6,163,430 across 22 Utilities - Regulated Electric names. EXC ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
17,644 | $1,346,060 | |
| 2 | NEE |
Nextera Energy Inc
|
10,466 | $918,600 | |
| 3 | SO |
Southern Co
|
8,788 | $841,099 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,655 | $773,660 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,492 | $641,300 | |
| 6 | ED |
Consolidated Edison Inc
|
4,800 | $531,024 | |
| 7 | DUK |
Duke Energy CORP
|
2,292 | $290,121 | |
| 8 | XEL |
Xcel Energy Inc
|
2,602 | $208,940 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,396 | 1,081 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $52,990 | 1,081 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $47,120 | 1,081 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $56,757 | 1,261 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $56,055 | 1,291 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $59,950 | 1,301 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $48,969 | 1,301 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $52,755 | 1,301 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $45,027 | 1,301 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $48,878 | 1,301 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $44,300 | 1,234 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $50,033 | 1,324 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $53,939 | 1,324 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $55,462 | 1,324 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $57,236 | 1,324 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $42,105 | 1,124 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $50,939 | 1,124 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $53,536 | 1,124 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $64,922 | 1,124 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||