Position in EXC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$306,386
-$15,773 QoQ
Shares Held
6,572
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#795
of 1,276 holders
Holding Since
Mar 2025
6 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, 2026TOWER TRUST & INVESTMENT Co holds $2,240,646 across 8 Utilities - Regulated Electric names. EXC ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,121 | $976,090 | |
| 2 | AEE |
Ameren Corp
|
4,361 | $492,967 | |
| 3 | EXC |
Exelon Corp
This page
|
6,572 | $306,386 | |
| 4 | SO |
Southern Co
|
2,006 | $191,994 | |
| 5 | LNT |
Alliant Energy Corp
|
1,420 | $108,331 | |
| 6 | DUK |
Duke Energy CORP
|
819 | $103,669 | |
| 7 | EVRG |
Evergy, Inc.
|
579 | $50,042 | |
| 8 | EIX |
Edison International
|
150 | $11,167 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,386 | 6,572 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $322,159 | 6,572 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $286,473 | 6,572 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $152,763 | 3,394 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $147,367 | 3,394 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,598 | 230 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||