STONERIDGE INVESTMENT PARTNERS LLC

Position in EXC — Exelon Corp

CIK 1108831 RADNOR, PA

Position in EXC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$913,239

-$796,284 QoQ

Shares Held

19,589

-43.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#533

of 1,279 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $3,214,021 across 6 Utilities - Regulated Electric names. EXC ranks #1 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp This page	19,589	$913,239
2	NEE	Nextera Energy Inc	6,707	$588,673
3	PPL	PPL Corp	14,824	$538,852
4	PEG	Public Service Enterprise Group Inc	5,421	$439,968
5	DTE	Dte Energy Co	2,460	$374,830
6	ES	Eversource Energy	4,960	$358,459

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$913,239	19,589	-43.8%	Shares	Sole	2026-08-06
2026-03-31	$1,709,523	34,874	-9.1%	Shares	Sole	2026-05-06
2025-12-31	$1,671,894	38,355	+169.5%	Shares	Sole	2026-02-05
2025-09-30	$640,537	14,231	0.0%	Shares	Sole	2025-10-31
2025-06-30	$617,910	14,231	+75.0%	Shares	Sole	2025-08-11
2025-03-31	$374,630	8,130	-92.0%	Shares	Sole	2025-05-14
2024-12-31	$3,829,418	101,738	+119.7%	Shares	Sole	2025-01-28
2024-09-30	$1,877,951	46,312	-1.2%	Shares	Sole	2024-10-30
2024-06-30	$1,621,789	46,859	-53.7%	Shares	Sole	2024-08-08
2020-06-30	$3,669,542	101,117	+39.2%	Shares	Sole	2020-08-05
2020-03-31	$2,673,920	72,641	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.