TRUIST FINANCIAL CORP

Position in EXC — Exelon Corp

CIK 92230 CHARLOTTE, NC

Back to EXC Full portfolio

Position in EXC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,213,981

+$61,948 QoQ

Shares Held

68,940

+7.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#344

of 1,279 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 45% Shared 1% None 53%

Common Shares in EXC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $965,270,156 across 31 Utilities - Regulated Electric names. EXC ranks #17 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	2,471,103	$283,830,889
2	EVRG	Evergy, Inc.	2,051,400	$177,302,500
3	NEE	Nextera Energy Inc	1,079,300	$94,730,160
4	SO	Southern Co	971,161	$92,949,818
5	DUK	Duke Energy CORP	723,390	$91,566,705
6	AEP	American Electric Power Co Inc	248,363	$33,978,540
7	WEC	Wec Energy Group, Inc.	251,889	$29,413,077
8	CMS	Cms Energy Corp	322,139	$24,643,633

All Filings in EXC

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,213,981	68,940	+7.2%	Shares	Defined	2026-07-28
2026-03-31	$3,152,033	64,301	-10.7%	Shares	Defined	2026-04-27
2025-12-31	$3,137,171	71,970	+4.9%	Shares	Defined	2026-02-02
2025-09-30	$3,089,035	68,630	-4.5%	Shares	Defined	2025-11-03
2025-06-30	$3,120,984	71,879	-7.7%	Shares	Defined	2025-07-18
2025-03-31	$3,589,815	77,904	-17.6%	Shares	Defined	2025-04-29
2024-12-31	$3,559,538	94,568	-24.6%	Shares	Defined	2025-01-31
2024-09-30	$5,088,618	125,490	-38.0%	Shares	Defined	2024-11-13
2024-06-30	$7,006,896	202,453	-25.5%	Shares	Defined	2024-08-21
2024-03-31	$10,214,266	271,873	-36.8%	Shares	Defined	2024-05-13
2023-12-31	$15,450,855	430,386	-75.0%	Shares	Defined	2024-02-02
2023-09-30	$65,173,614	1,724,626	+13.9%	Shares	Defined	2023-11-14
2023-06-30	$61,697,183	1,514,413	+1033.3%	Shares	Defined	2023-08-01
2023-03-31	$5,597,675	133,628	-11.5%	Shares	Defined	2023-05-05
2022-12-31	$6,528,809	151,025	+4.9%	Shares	Defined	2023-02-17
2022-09-30	$5,393,527	143,981	-1.1%	Shares	Defined	2022-10-26
2022-06-30	$6,599,135	145,612	+28.1%	Shares	Defined	2022-07-22
2022-03-31	$5,412,624	113,639	-31.1%	Shares	Defined	2022-04-22
2021-12-31	$9,529,996	164,993	+3.6%	Shares	Defined	2022-02-14
2021-09-30	$7,695,771	159,201	-10.5%	Shares	Defined	2021-11-05
2021-06-30	$7,882,272	177,889	+118.2%	Shares	Defined	2021-08-16
2021-03-31	$3,566,340	81,535	-27.9%	Shares	Defined	2021-05-17
2020-12-31	$4,776,935	113,144	+23.3%	Shares	Defined	2021-11-19
2020-09-30	$3,280,224	91,729	-13.8%	Shares	Defined	2021-11-05
2020-06-30	$3,862,785	106,442	-5.4%	Shares	Defined	2021-11-16
2020-03-31	$4,141,535	112,511	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.