Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,706
-$31,492 QoQ
Shares Held
5,013
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 1,279 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. EXC ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in EXC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,706 | 5,013 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $265,198 | 5,410 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $216,511 | 4,967 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $179,454 | 3,987 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $145,283 | 3,346 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $113,310 | 2,459 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $85,667 | 2,276 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $61,959 | 1,528 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $27,445 | 793 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $353,382 | 9,406 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $337,639 | 9,405 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $363,577 | 9,621 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $389,596 | 9,563 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $403,987 | 9,644 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $483,613 | 11,187 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $419,101 | 11,188 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $539,262 | 11,899 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $536,456 | 11,263 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $657,770 | 11,388 | Shares | Defined | 2022-02-09 | |
| 2020-12-31 | $237,824 | 5,633 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $222,640 | 6,226 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $225,941 | 6,226 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $221,927 | 6,029 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||