Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$283,356
-$5,224 QoQ
Shares Held
6,078
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#822
of 1,279 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wilmington Savings Fund Society, FSB holds $28,482,033 across 29 Utilities - Regulated Electric names. EXC ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,109 | $9,137,646 | |
| 2 | FE |
Firstenergy Corp
|
73,978 | $3,516,913 | |
| 3 | DUK |
Duke Energy CORP
|
24,571 | $3,110,196 | |
| 4 | D |
Dominion Energy, Inc
|
37,981 | $2,593,721 | |
| 5 | EVRG |
Evergy, Inc.
|
20,974 | $1,812,782 | |
| 6 | PPL |
PPL Corp
|
32,483 | $1,180,756 | |
| 7 | XEL |
Xcel Energy Inc
|
14,631 | $1,174,869 | |
| 8 | CMS |
Cms Energy Corp
|
15,342 | $1,173,663 |
All Filings in EXC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,356 | 6,078 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $288,580 | 5,887 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $235,603 | 5,405 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $243,278 | 5,405 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $590,077 | 13,590 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $740,828 | 16,077 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $371,016 | 9,857 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $375,533 | 9,261 | Shares | Defined | 2024-11-25 | |
| 2022-06-30 | $314,656 | 6,943 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $322,882 | 6,779 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $394,904 | 6,837 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $332,481 | 6,878 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $304,764 | 6,878 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $303,030 | 6,928 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $299,170 | 7,086 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $260,546 | 7,286 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $264,409 | 7,286 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $204,737 | 5,562 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||