Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,887,643
+$287,288 QoQ
Shares Held
40,490
+24.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#409
of 1,285 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $37,938,629 across 29 Utilities - Regulated Electric names. EXC ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,188 | $8,442,419 | |
| 2 | SO |
Southern Co
|
26,143 | $2,502,146 | |
| 3 | DUK |
Duke Energy CORP
|
17,802 | $2,253,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,345 | $2,236,159 | |
| 5 | EXC |
Exelon Corp
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|
40,490 | $1,887,643 | |
| 6 | KEP |
Korea Electric Power Corp
|
152,534 | $1,845,661 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
21,266 | $1,725,947 | |
| 8 | NGG |
National Grid PLC
|
20,344 | $1,685,907 |
All Filings in EXC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,643 | 40,490 | Shares | Sole | 2026-08-14 | |
| 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 | $305,895 | 6,328 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||