Position in EXC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$216,864
+$16,133 QoQ
Shares Held
4,424
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in EXC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,864 | 4,424 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $200,731 | 4,605 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $408,780 | 9,082 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $405,977 | 9,350 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $445,086 | 9,659 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||