Position in EXC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$101,771
-$5,239 QoQ
Shares Held
2,183
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,000
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HM PAYSON & CO holds $18,652,682 across 29 Utilities - Regulated Electric names. EXC ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
91,564 | $8,036,572 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
12,792 | $1,493,721 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,355 | $1,416,667 | |
| 4 | D |
Dominion Energy, Inc
|
18,239 | $1,245,541 | |
| 5 | ED |
Consolidated Edison Inc
|
11,196 | $1,238,613 | |
| 6 | SO |
Southern Co
|
9,929 | $950,304 | |
| 7 | DUK |
Duke Energy CORP
|
7,469 | $945,425 | |
| 8 | ETR |
Entergy Corp /De/
|
7,712 | $885,799 |
All Filings in EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,771 | 2,183 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $107,010 | 2,183 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $95,156 | 2,183 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $100,596 | 2,235 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $94,785 | 2,183 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $100,592 | 2,183 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $82,168 | 2,183 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $88,845 | 2,191 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $73,027 | 2,110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $79,272 | 2,110 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $75,749 | 2,110 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $82,834 | 2,192 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $89,301 | 2,192 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $78,836 | 1,882 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $81,358 | 1,882 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $67,428 | 1,800 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $81,576 | 1,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $85,734 | 1,800 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $103,968 | 1,800 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $87,011 | 1,800 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $79,758 | 1,800 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $78,732 | 1,800 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $75,995 | 1,800 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $66,585 | 1,862 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $75,846 | 2,090 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $88,638 | 2,408 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||