Position in EXC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$213,519
+$13,273 QoQ
Shares Held
4,580
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#929
of 1,279 holders
Holding Since
Mar 2026
2 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, 2026Sterling Investment Counsel, LLC holds $4,217,581 across 9 Utilities - Regulated Electric names. EXC ranks #9 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,355 | $1,827,097 | |
| 2 | EIX |
Edison International
|
4,987 | $371,282 | |
| 3 | ETR |
Entergy Corp /De/
|
3,050 | $350,323 | |
| 4 | ES |
Eversource Energy
|
4,549 | $328,756 | |
| 5 | DUK |
Duke Energy CORP
|
2,376 | $300,754 | |
| 6 | D |
Dominion Energy, Inc
|
4,259 | $290,847 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,556 | $288,604 | |
| 8 | FE |
Firstenergy Corp
|
5,183 | $246,399 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,519 | 4,580 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $200,246 | 4,085 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||