AmeriServ Wealth Advisors

Position in EXC — Exelon Corp

CIK 1102062 Johnstown, PA

Position in EXC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$421,771

-$138,968 QoQ

Shares Held

9,047

-20.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#707

of 1,279 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AmeriServ Wealth Advisors holds $659,867 across 2 Utilities - Regulated Electric names. EXC ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EXC	Exelon Corp This page	9,047	$421,771
2	DUK	Duke Energy CORP	1,881	$238,096

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,771	9,047	-20.9%	Shares	Sole	2026-08-03
2026-03-31	$560,739	11,439	+6.1%	Shares	Sole	2026-05-13
2025-12-31	$470,074	10,784	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$480,886	10,684	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$464,203	10,691	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$493,839	10,717	-2.2%	Shares	Sole	2025-05-14
2024-12-31	$412,496	10,959	-11.2%	Shares	Sole	2025-02-14
2023-09-30	$466,215	12,337	-0.3%	Shares	Sole	2023-11-09
2023-06-30	$503,872	12,368	-3.2%	Shares	Sole	2023-08-14
2023-03-31	$535,102	12,774	-20.2%	Shares	Sole	2023-05-04
2022-12-31	$691,852	16,004	-12.2%	Shares	Sole	2023-02-06
2022-09-30	$682,970	18,232	-0.1%	Shares	Sole	2022-10-31
2022-06-30	$827,225	18,253	-2.2%	Shares	Sole	2022-07-28
2022-03-31	$889,347	18,672	-1.2%	Shares	Sole	2022-05-03
2021-12-31	$1,091,491	18,897	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$906,567	18,754	+1.2%	Shares	Sole	2021-11-05
2021-06-30	$821,287	18,535	+7.0%	Shares	Sole	2021-07-15
2021-03-31	$757,533	17,319	+20.1%	Shares	Sole	2021-05-04
2020-12-31	$608,600	14,415	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.