Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,326,471
+$637,761 QoQ
Shares Held
114,253
+19.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026M&T Bank Corp holds $358,468,393 across 29 Utilities - Regulated Electric names. EXC ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
672,853 | $92,053,009 | |
| 2 | NEE |
Nextera Energy Inc
|
986,064 | $86,546,830 | |
| 3 | DUK |
Duke Energy CORP
|
362,712 | $45,912,077 | |
| 4 | CMS |
Cms Energy Corp
|
395,506 | $30,256,204 | |
| 5 | SO |
Southern Co
|
164,406 | $15,735,292 | |
| 6 | EVRG |
Evergy, Inc.
|
168,337 | $14,549,363 | |
| 7 | D |
Dominion Energy, Inc
|
167,694 | $11,451,818 | |
| 8 | NGG |
National Grid PLC
|
112,638 | $9,334,306 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,326,471 | 114,253 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,688,710 | 95,649 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,214,799 | 96,692 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,082,718 | 90,707 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,684,406 | 107,886 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,419,021 | 95,899 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,761,625 | 99,937 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $4,047,576 | 99,817 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $3,391,534 | 97,993 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,431,263 | 117,947 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $3,932,590 | 109,543 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,288,518 | 113,483 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $4,526,779 | 111,114 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $4,649,073 | 110,983 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,675,493 | 108,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,292,199 | 114,581 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $5,410,977 | 119,395 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $5,083,260 | 106,724 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $5,603,180 | 97,008 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $4,801,654 | 99,331 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $4,492,770 | 101,394 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,560,023 | 104,253 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $5,166,453 | 122,370 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,332,209 | 121,147 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,517,890 | 124,494 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $5,123,627 | 139,191 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||