Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,600,355
+$192,704 QoQ
Shares Held
32,647
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $38,701,319 across 30 Utilities - Regulated Electric names. EXC ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
98,575 | $9,155,645 | |
| 2 | SO |
Southern Co
|
26,712 | $2,578,241 | |
| 3 | DUK |
Duke Energy CORP
|
18,862 | $2,469,789 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,429 | $2,153,512 | |
| 5 | NGG |
National Grid PLC
|
21,300 | $1,801,979 | |
| 6 | EXC |
Exelon Corp
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|
32,647 | $1,600,355 | |
| 7 | ED |
Consolidated Edison Inc
|
13,623 | $1,541,850 | |
| 8 | ES |
Eversource Energy
|
20,975 | $1,453,147 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,600,355 | 32,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,407,651 | 32,293 | Shares | Other | 2026-02-17 | |
| 2021-09-30 | $218,185 | 6,328 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||