Position in EXC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$599,533
-$30,864 QoQ
Shares Held
12,860
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#610
of 1,279 holders
Holding Since
Mar 2020
26 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, 2026Cornerstone National Bank & Trust Co holds $647,215 across 3 Utilities - Regulated Electric names. EXC ranks #1 (92.6% of the industry book) .
All Filings in EXC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,533 | 12,860 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $630,397 | 12,860 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $560,567 | 12,860 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $578,828 | 12,860 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $558,381 | 12,860 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $592,588 | 12,860 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $484,050 | 12,860 | Shares | Sole | 2026-01-28 | |
| 2024-09-30 | $521,473 | 12,860 | Shares | Sole | 2026-01-28 | |
| 2024-06-30 | $514,304 | 14,860 | Shares | Sole | 2026-01-28 | |
| 2024-03-31 | $558,290 | 14,860 | Shares | Sole | 2026-01-28 | |
| 2023-12-31 | $1,016,292 | 28,309 | Shares | Sole | 2026-01-28 | |
| 2023-09-30 | $1,080,377 | 28,589 | Shares | Sole | 2026-01-28 | |
| 2023-06-30 | $1,174,126 | 28,820 | Shares | Sole | 2026-01-28 | |
| 2023-03-31 | $1,250,164 | 29,844 | Shares | Sole | 2026-01-28 | |
| 2022-12-31 | $1,287,518 | 29,783 | Shares | Sole | 2026-01-28 | |
| 2022-09-30 | $1,112,973 | 29,711 | Shares | Sole | 2026-01-28 | |
| 2022-06-30 | $1,336,667 | 29,494 | Shares | Sole | 2026-01-28 | |
| 2022-03-31 | $1,381,650 | 29,008 | Shares | Sole | 2026-01-28 | |
| 2021-12-31 | $1,596,544 | 27,641 | Shares | Sole | 2026-01-28 | |
| 2021-09-30 | $1,340,225 | 27,725 | Shares | Sole | 2026-01-28 | |
| 2021-06-30 | $1,776,700 | 40,097 | Shares | Sole | 2026-01-28 | |
| 2021-03-31 | $1,709,577 | 39,085 | Shares | Sole | 2026-01-28 | |
| 2020-12-31 | $1,701,464 | 40,300 | Shares | Sole | 2026-01-28 | |
| 2020-09-30 | $945,243 | 26,433 | Shares | Sole | 2026-01-28 | |
| 2020-06-30 | $963,971 | 963,971 | Shares | Sole | 2026-01-28 | |
| 2020-03-31 | $916,055 | 24,886 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||