Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$632,399
-$108,537 QoQ
Shares Held
13,565
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#595
of 1,279 holders
Holding Since
Mar 2020
25 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, 2026WESBANCO BANK INC holds $63,103,937 across 14 Utilities - Regulated Electric names. EXC ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
190,433 | $24,105,008 | |
| 2 | NEE |
Nextera Energy Inc
|
127,564 | $11,196,290 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,204 | $8,920,557 | |
| 4 | D |
Dominion Energy, Inc
|
103,474 | $7,066,239 | |
| 5 | SO |
Southern Co
|
48,214 | $4,614,560 | |
| 6 | POR |
Portland General Electric Co /Or/
|
36,500 | $1,891,795 | |
| 7 | ETR |
Entergy Corp /De/
|
11,276 | $1,295,160 | |
| 8 | ED |
Consolidated Edison Inc
|
9,568 | $1,058,507 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,399 | 13,565 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $740,936 | 15,115 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $667,057 | 15,303 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $798,160 | 17,733 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $379,967 | 8,751 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $403,245 | 8,751 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $374,555 | 9,951 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $391,509 | 9,655 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $340,249 | 9,831 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $390,951 | 10,406 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $301,020 | 8,385 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $427,442 | 11,311 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $467,939 | 11,486 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $482,701 | 11,603 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $524,079 | 12,203 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $345,529 | 9,224 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $563,009 | 12,423 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $591,706 | 12,423 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $716,743 | 12,409 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $582,785 | 12,056 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $534,202 | 12,056 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $505,459 | 11,556 | Shares | Other | 2021-05-06 | |
| 2020-09-30 | $452,291 | 12,648 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $420,819 | 11,596 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $437,928 | 11,897 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||