Position in EXC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$23,310
-$1,200 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,112
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, 2026FIRST FINANCIAL CORP /IN/ holds $2,045,956 across 10 Utilities - Regulated Electric names. EXC ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,187 | $1,332,962 | |
| 2 | DUK |
Duke Energy CORP
|
1,720 | $217,716 | |
| 3 | D |
Dominion Energy, Inc
|
2,000 | $136,580 | |
| 4 | CMS |
Cms Energy Corp
|
1,405 | $107,482 | |
| 5 | EVRG |
Evergy, Inc.
|
1,000 | $86,430 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 7 | ES |
Eversource Energy
|
600 | $43,362 | |
| 8 | DTE |
Dte Energy Co
|
235 | $35,806 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,310 | 500 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $24,510 | 500 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $21,795 | 500 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $22,505 | 500 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $21,710 | 500 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $23,040 | 500 | Shares | Defined | 2025-04-10 | |
| 2024-12-31 | $18,820 | 500 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $20,275 | 500 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $17,305 | 500 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $18,785 | 500 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $58,337 | 1,625 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $35,333 | 935 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $38,091 | 935 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $30,789 | 735 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $31,774 | 735 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $18,730 | 500 | Shares | Defined | 2022-10-20 | |
| 2022-06-30 | $22,660 | 500 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $23,815 | 500 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $28,880 | 500 | Shares | Defined | 2022-01-14 | |
| 2021-09-30 | $24,169 | 500 | Shares | Defined | 2021-10-18 | |
| 2021-06-30 | $22,155 | 500 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $21,870 | 500 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $21,109 | 500 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $17,879 | 500 | Shares | Defined | 2020-10-13 | |
| 2020-06-30 | $18,145 | 500 | Shares | Defined | 2020-07-15 | |
| 2020-03-31 | $18,405 | 500 | Shares | Defined | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||