Position in EXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$41,631
-$2,143 QoQ
Shares Held
893
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,070
of 1,279 holders
Holding Since
Dec 2024
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, 2026Crews Bank & Trust holds $5,183,086 across 18 Utilities - Regulated Electric names. EXC ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,836 | $1,389,925 | |
| 2 | DUK |
Duke Energy CORP
|
7,079 | $896,059 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
8,714 | $707,228 | |
| 4 | SO |
Southern Co
|
4,821 | $461,417 | |
| 5 | CNP |
Centerpoint Energy Inc
|
8,478 | $373,371 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,814 | $211,820 | |
| 7 | AEE |
Ameren Corp
|
1,728 | $195,333 | |
| 8 | ED |
Consolidated Edison Inc
|
1,626 | $179,884 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,631 | 893 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $43,774 | 893 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,925 | 893 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $40,193 | 893 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $38,774 | 893 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $41,149 | 893 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $33,612 | 893 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||