Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$193,193
-$25,632 QoQ
Shares Held
4,144
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#958
of 1,276 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, 2026NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. EXC ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,095 | $7,029,937 | |
| 2 | SO |
Southern Co
|
18,501 | $1,770,729 | |
| 3 | D |
Dominion Energy, Inc
|
16,131 | $1,101,584 | |
| 4 | DUK |
Duke Energy CORP
|
4,285 | $542,394 | |
| 5 | DTE |
Dte Energy Co
|
2,684 | $408,961 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,250 | $344,929 | |
| 7 | LNT |
Alliant Energy Corp
|
2,743 | $209,263 | |
| 8 | EXC |
Exelon Corp
This page
|
4,144 | $193,193 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,193 | 4,144 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $218,825 | 4,464 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $195,108 | 4,476 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $181,209 | 4,026 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $238,114 | 5,484 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $252,886 | 5,488 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $206,567 | 5,488 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $222,537 | 5,488 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $212,758 | 5,663 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $205,635 | 5,728 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $240,457 | 6,363 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $261,998 | 6,431 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $269,394 | 6,431 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $280,864 | 6,497 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $240,418 | 6,418 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $309,490 | 6,829 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $301,449 | 6,329 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $374,573 | 6,485 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $313,484 | 6,485 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $298,427 | 6,735 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $295,025 | 6,745 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $304,532 | 7,213 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $350,733 | 9,808 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $254,139 | 7,003 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $280,234 | 7,613 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||