SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in EXC — Exelon Corp
CIK 1079935
LOS ANGELES, CA
Position in EXC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$264,800
-$152 QoQ
Shares Held
5,680
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#848
of 1,277 holders
Holding Since
Mar 2025
6 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,214,399 across 8 Utilities - Regulated Electric names. EXC ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,537 | $1,188,141 | |
| 2 | D |
Dominion Energy, Inc
|
12,945 | $884,013 | |
| 3 | PPL |
PPL Corp
|
14,363 | $522,094 | |
| 4 | DUK |
Duke Energy CORP
|
3,868 | $489,611 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,648 | $362,272 | |
| 6 | SO |
Southern Co
|
2,959 | $283,205 | |
| 7 | EXC |
Exelon Corp
This page
|
5,680 | $264,800 | |
| 8 | ED |
Consolidated Edison Inc
|
1,991 | $220,263 |
All Filings in EXC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,800 | 5,680 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $264,952 | 5,405 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $337,995 | 7,754 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $349,727 | 7,770 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $336,460 | 7,749 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $355,829 | 7,722 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||