Advanced Asset Management Advisors Inc

Position in EXC — Exelon Corp

CIK 1075444 DUBLIN, OH

Position in EXC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,417,061

-$72,950 QoQ

Shares Held

30,396

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#452

of 1,279 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Advanced Asset Management Advisors Inc holds $11,581,584 across 5 Utilities - Regulated Electric names. EXC ranks #5 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	23,225	$3,177,412
2	SO	Southern Co	25,805	$2,469,796
3	DUK	Duke Energy CORP	19,349	$2,449,196
4	PEG	Public Service Enterprise Group Inc	25,482	$2,068,119
5	EXC	Exelon Corp This page	30,396	$1,417,061

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,417,061	30,396	0.0%	Shares	Sole	2026-07-16
2026-03-31	$1,490,011	30,396	0.0%	Shares	Sole	2026-04-24
2025-12-31	$1,324,961	30,396	0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,368,123	30,396	0.0%	Shares	Sole	2025-10-20
2025-06-30	$1,319,794	30,396	0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,400,647	30,396	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,144,105	30,396	-2.9%	Shares	Sole	2025-01-31
2024-09-30	$1,269,904	31,317	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,083,881	31,317	0.0%	Shares	Sole	2024-08-01
2024-03-31	$1,176,579	31,317	0.0%	Shares	Sole	2024-04-26
2023-12-31	$1,124,280	31,317	-1.3%	Shares	Sole	2024-02-02
2023-09-30	$1,199,530	31,742	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$1,293,087	31,740	+0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,329,546	31,739	+0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,371,990	31,737	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,188,830	31,736	+0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,438,230	31,735	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,511,490	31,734	-3.3%	Shares	Sole	2022-05-04
2021-12-31	$1,895,337	32,814	+0.0%	Shares	Sole	2022-01-24
2021-09-30	$1,586,179	32,813	-0.4%	Shares	Sole	2021-10-28
2021-06-30	$1,459,174	32,931	-0.6%	Shares	Sole	2021-07-28
2021-03-31	$1,449,106	33,130	+0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,398,705	33,129	+0.0%	Shares	Sole	2021-02-08
2020-09-30	$1,184,620	33,127	+0.0%	Shares	Sole	2020-10-23
2020-06-30	$1,202,144	33,126	-0.4%	Shares	Sole	2020-07-31
2020-03-31	$1,224,855	33,275	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.