Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$720,139
-$35,258 QoQ
Shares Held
15,447
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#577
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, 2026Texas Bank & Trust Co holds $3,742,021 across 6 Utilities - Regulated Electric names. EXC ranks #3 (19.2% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,139 | 15,447 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $755,397 | 15,410 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $661,738 | 15,181 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $690,542 | 15,342 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $670,881 | 15,451 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $727,510 | 15,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $628,813 | 16,706 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||