STEEL GROVE CAPITAL ADVISORS, LLC

Position in EXC — Exelon Corp

CIK 1166308 MEMPHIS, TN

Position in EXC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$291,421

+$19,463 QoQ

Shares Held

6,251

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#815

of 1,279 holders

Holding Since

Mar 2020

25 quarters on record

Utilities · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $6,673,180 across 5 Utilities - Regulated Electric names. EXC ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	24,660	$2,131,363
2	ES	Eversource Energy	26,692	$1,929,030
3	D	Dominion Energy, Inc	27,876	$1,903,652
4	DUK	Duke Energy CORP	3,300	$417,714
5	EXC	Exelon Corp This page	6,251	$291,421

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,421	6,251	+0.2%	Shares	Sole	2026-07-28
2025-12-31	$271,958	6,239	-85.0%	Shares	Sole	2026-02-09
2025-09-30	$1,877,007	41,702	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,810,700	41,702	-13.8%	Shares	Sole	2025-07-30
2025-03-31	$2,229,811	48,390	+2.0%	Shares	Sole	2025-04-21
2024-12-31	$1,786,281	47,457	-3.8%	Shares	Sole	2025-02-14
2024-09-30	$2,001,020	49,347	+3.4%	Shares	Sole	2024-11-07
2024-06-30	$1,651,727	47,724	-2.0%	Shares	Sole	2024-08-14
2024-03-31	$1,829,508	48,696	+3.0%	Shares	Sole	2024-05-15
2023-12-31	$1,697,818	47,293	-5.1%	Shares	Sole	2024-01-18
2023-09-30	$1,882,433	49,813	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$2,033,414	49,912	+0.4%	Shares	Sole	2023-07-13
2023-03-31	$2,082,603	49,716	+4.0%	Shares	Sole	2023-04-14
2022-12-31	$2,066,004	47,791	+5.3%	Shares	Sole	2023-02-15
2022-09-30	$1,699,372	45,365	+5.8%	Shares	Sole	2022-10-31
2022-06-30	$1,942,369	42,859	+22.1%	Shares	Sole	2022-07-20
2022-03-31	$1,671,670	35,097	-12.9%	Shares	Sole	2022-05-05
2021-12-31	$2,326,457	40,278	+3.1%	Shares	Sole	2022-03-08
2021-09-30	$1,888,304	39,063	+11.3%	Shares	Sole	2021-10-19
2021-06-30	$1,555,593	35,107	+12.8%	Shares	Sole	2021-07-29
2021-03-31	$1,361,408	31,125	+3.6%	Shares	Sole	2021-05-17
2020-12-31	$1,268,667	30,049	+7.6%	Shares	Sole	2021-02-16
2020-09-30	$998,811	27,931	+2.8%	Shares	Sole	2020-11-16
2020-06-30	$986,182	27,175	-9.5%	Shares	Sole	2020-08-14
2020-03-31	$1,105,038	30,020	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.