Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,771
-$91 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,245
of 1,279 holders
Holding Since
Jun 2023
7 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, 2026United Community Bank holds $4,503,870 across 13 Utilities - Regulated Electric names. EXC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
14,888 | $1,884,523 | |
| 2 | NEE |
Nextera Energy Inc
|
19,761 | $1,734,422 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,278 | $448,463 | |
| 4 | SO |
Southern Co
|
3,065 | $293,351 | |
| 5 | ED |
Consolidated Edison Inc
|
604 | $66,820 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
540 | $43,826 | |
| 7 | DTE |
Dte Energy Co
|
144 | $21,941 | |
| 8 | ETR |
Entergy Corp /De/
|
30 | $3,445 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,771 | 38 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,862 | 38 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $17,828 | 409 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,710 | 38 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $8,032 | 185 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $8,524 | 185 | Shares | Defined | 2025-05-02 | |
| 2023-06-30 | $128,331 | 3,150 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||