MARIETTA INVESTMENT PARTNERS LLC

Position in EXC — Exelon Corp

CIK 1114702 MILWAUKEE, WI

Position in EXC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$275,058

-$14,160 QoQ

Shares Held

5,900

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#834

of 1,276 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MARIETTA INVESTMENT PARTNERS LLC holds $7,191,812 across 5 Utilities - Regulated Electric names. EXC ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	26,828	$2,567,707
2	LNT	Alliant Energy Corp	30,222	$2,305,636
3	D	Dominion Energy, Inc	18,884	$1,289,588
4	AEP	American Electric Power Co Inc	5,510	$753,823
5	EXC	Exelon Corp This page	5,900	$275,058

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,058	5,900	0.0%	Shares	Sole	2026-08-12
2026-03-31	$289,218	5,900	0.0%	Shares	Sole	2026-04-28
2025-12-31	$257,181	5,900	-30.6%	Shares	Sole	2026-02-10
2025-09-30	$382,585	8,500	0.0%	Shares	Sole	2025-11-12
2025-06-30	$369,070	8,500	0.0%	Shares	Sole	2025-08-12
2025-03-31	$391,680	8,500	0.0%	Shares	Sole	2025-05-07
2024-12-31	$319,940	8,500	0.0%	Shares	Sole	2025-02-11
2024-09-30	$344,675	8,500	0.0%	Shares	Sole	2024-11-12
2024-06-30	$294,185	8,500	0.0%	Shares	Sole	2024-08-14
2024-03-31	$319,345	8,500	0.0%	Shares	Sole	2024-05-13
2023-12-31	$305,150	8,500	0.0%	Shares	Sole	2024-02-13
2023-09-30	$321,215	8,500	0.0%	Shares	Sole	2023-11-14
2023-06-30	$346,290	8,500	0.0%	Shares	Sole	2023-08-14
2023-03-31	$356,065	8,500	0.0%	Shares	Sole	2023-05-15
2022-12-31	$367,455	8,500	0.0%	Shares	Sole	2023-02-14
2022-09-30	$318,410	8,500	0.0%	Shares	Sole	2022-11-14
2022-06-30	$385,220	8,500	0.0%	Shares	Sole	2022-08-10
2022-03-31	$404,855	8,500	0.0%	Shares	Sole	2022-05-13
2021-12-31	$490,960	8,500	0.0%	Shares	Sole	2022-02-14
2021-09-30	$410,889	8,500	0.0%	Shares	Sole	2021-11-09
2021-06-30	$376,635	8,500	0.0%	Shares	Sole	2021-08-13
2021-03-31	$371,790	8,500	0.0%	Shares	Sole	2021-05-14
2020-12-31	$358,869	8,500	0.0%	Shares	Sole	2021-02-16
2020-09-30	$303,959	8,500	0.0%	Shares	Sole	2020-11-13
2020-06-30	$308,465	8,500	0.0%	Shares	Sole	2020-08-14
2020-03-31	$312,885	8,500	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.