WBH ADVISORY INC

Position in EXC — Exelon Corp

CIK 1259671 BALTIMORE, MD

Position in EXC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$256,083

-$21,762 QoQ

Shares Held

5,493

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#866

of 1,277 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WBH ADVISORY INC holds $2,465,316 across 5 Utilities - Regulated Electric names. EXC ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,830	$1,038,319
2	AEP	American Electric Power Co Inc	3,702	$506,470
3	DUK	Duke Energy CORP	3,596	$455,181
4	EXC	Exelon Corp This page	5,493	$256,083
5	LNT	Alliant Energy Corp	2,743	$209,263

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,083	5,493	-3.1%	Shares	Sole	2026-08-05
2026-03-31	$277,845	5,668	-17.0%	Shares	Sole	2026-04-27
2025-12-31	$297,719	6,830	-3.5%	Shares	Sole	2026-01-26
2025-09-30	$318,445	7,075	-9.0%	Shares	Sole	2025-10-30
2025-06-30	$337,590	7,775	-24.3%	Shares	Sole	2025-07-30
2025-03-31	$473,241	10,270	+0.8%	Shares	Sole	2025-05-12
2024-12-31	$383,325	10,184	+17.9%	Shares	Sole	2025-01-31
2024-09-30	$350,352	8,640	+1.8%	Shares	Sole	2024-10-15
2024-06-30	$293,700	8,486	-5.1%	Shares	Sole	2024-07-11
2024-03-31	$336,063	8,945	-4.7%	Shares	Sole	2024-04-16
2023-12-31	$337,101	9,390	-0.0%	Shares	Sole	2024-01-09
2023-09-30	$354,885	9,391	-1.6%	Shares	Sole	2023-10-10
2023-06-30	$388,904	9,546	-5.0%	Shares	Sole	2023-07-12
2023-03-31	$420,826	10,046	-9.9%	Shares	Sole	2023-04-20
2022-09-30	$417,529	11,146	0.0%	Shares	Sole	2022-10-18
2022-06-30	$505,136	11,146	0.0%	Shares	Sole	2022-07-12
2022-03-31	$530,883	11,146	-12.7%	Shares	Sole	2022-04-29
2021-12-31	$737,653	12,771	+5.5%	Shares	Sole	2022-01-28
2021-09-30	$585,107	12,104	-3.5%	Shares	Sole	2021-10-25
2021-06-30	$556,002	12,548	-2.3%	Shares	Sole	2021-07-27
2021-03-31	$561,709	12,842	-3.0%	Shares	Sole	2021-04-19
2020-12-31	$558,781	13,235	-7.2%	Shares	Sole	2021-01-21
2020-09-30	$510,044	14,263	-0.8%	Shares	Sole	2020-10-27
2020-06-30	$521,923	14,382	+4.8%	Shares	Sole	2020-08-05
2020-03-31	$505,181	13,724	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.