Colonial Trust Co / SC

Bank

Position in EXC — Exelon Corp

CIK 1954093 SPARTANBURG, SC

Position in EXC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$39,347

-$2,025 QoQ

Shares Held

844

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,075

of 1,279 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. EXC ranks #11 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	57,913	$7,330,627
2	NEE	Nextera Energy Inc	49,118	$4,311,086
3	WEC	Wec Energy Group, Inc.	21,044	$2,457,307
4	SO	Southern Co	3,558	$340,536
5	AEP	American Electric Power Co Inc	2,042	$279,366
6	D	Dominion Energy, Inc	3,538	$241,610
7	XEL	Xcel Energy Inc	2,745	$220,423
8	CMS	Cms Energy Corp	2,022	$154,683

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,347	844	0.0%	Shares	Sole	2026-08-11
2026-03-31	$41,372	844	-11.1%	Shares	Sole	2026-05-12
2025-12-31	$41,366	949	0.0%	Shares	Sole	2026-02-12
2025-09-30	$42,714	949	0.0%	Shares	Sole	2025-11-10
2025-06-30	$41,205	949	-3.5%	Shares	Sole	2025-08-13
2025-03-31	$45,296	983	-26.9%	Shares	Sole	2025-05-14
2024-12-31	$50,588	1,344	+43.6%	Shares	Sole	2025-02-14
2024-09-30	$37,954	936	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$30,872	892	0.0%	Shares	Sole	2024-08-14
2024-03-31	$33,512	892	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$32,130	895	+2.9%	Shares	Sole	2024-02-14
2023-09-30	$32,877	870	0.0%	Shares	Sole	2023-11-13
2023-06-30	$35,443	870	0.0%	Shares	Sole	2023-08-14
2023-03-31	$36,444	870	-0.6%	Shares	Sole	2023-05-11
2022-12-31	$37,826	875	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.