Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$388,344
-$18,864 QoQ
Shares Held
8,330
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#729
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CENTRAL TRUST Co holds $36,281,523 across 27 Utilities - Regulated Electric names. EXC ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,151 | $11,598,892 | |
| 2 | SO |
Southern Co
|
79,471 | $7,606,169 | |
| 3 | DUK |
Duke Energy CORP
|
44,199 | $5,594,708 | |
| 4 | AEP |
American Electric Power Co Inc
|
15,964 | $2,184,034 | |
| 5 | AEE |
Ameren Corp
|
19,272 | $2,178,506 | |
| 6 | D |
Dominion Energy, Inc
|
25,768 | $1,759,695 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
6,104 | $712,763 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894 | $633,887 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,344 | 8,330 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $407,208 | 8,307 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $390,827 | 8,966 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $397,573 | 8,833 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $382,356 | 8,806 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $479,277 | 10,401 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $391,493 | 10,401 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $397,430 | 9,801 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $369,530 | 10,677 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $373,632 | 9,945 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $581,939 | 16,210 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $617,978 | 16,353 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $666,220 | 16,353 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $700,525 | 16,723 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $736,120 | 17,028 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $652,702 | 17,424 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $789,654 | 17,424 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,101,395 | 23,124 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,352,103 | 23,409 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,142,514 | 23,635 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,066,764 | 24,075 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,214,441 | 27,765 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,176,754 | 27,872 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $991,444 | 27,725 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $560,935 | 15,457 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $511,917 | 13,907 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||