Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$174,684
+$14,194 QoQ
Shares Held
3,747
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#968
of 1,279 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Central Pacific Bank - Trust Division holds $5,816,204 across 12 Utilities - Regulated Electric names. EXC ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
63,746 | $4,353,214 | |
| 2 | ES |
Eversource Energy
|
9,142 | $660,692 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,210 | $302,350 | |
| 4 | EXC |
Exelon Corp
This page
|
3,747 | $174,684 | |
| 5 | FE |
Firstenergy Corp
|
2,225 | $105,776 | |
| 6 | ED |
Consolidated Edison Inc
|
650 | $71,909 | |
| 7 | NEE |
Nextera Energy Inc
|
747 | $65,564 | |
| 8 | PPL |
PPL Corp
|
1,349 | $49,035 |
All Filings in EXC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,684 | 3,747 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $160,490 | 3,274 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $142,713 | 3,274 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $149,837 | 3,329 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $147,149 | 3,389 | Shares | Defined | 2025-07-02 | |
| 2025-03-31 | $156,164 | 3,389 | Shares | Defined | 2025-04-03 | |
| 2024-12-31 | $127,561 | 3,389 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $140,870 | 3,474 | Shares | Defined | 2024-10-02 | |
| 2024-06-30 | $48,072 | 1,389 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $54,062 | 1,439 | Shares | Defined | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||