GRIMES & Co WEALTH MANAGEMENT, LLC

Position in EXC — Exelon Corp

CIK 1321993 WESTBOROUGH, MA

Position in EXC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$295,617

+$24,684 QoQ

Shares Held

6,341

+14.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#810

of 1,279 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. EXC ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	28,547	$2,505,570
2	ETR	Entergy Corp /De/	14,108	$1,620,444
3	DUK	Duke Energy CORP	10,521	$1,331,747
4	SO	Southern Co	12,995	$1,243,751
5	D	Dominion Energy, Inc	11,151	$761,501
6	ED	Consolidated Edison Inc	5,001	$553,260
7	ES	Eversource Energy	4,123	$297,968
8	EXC	Exelon Corp This page	6,341	$295,617

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,617	6,341	+14.7%	Shares	Sole	2026-07-17
2026-03-31	$270,933	5,527	+4.7%	Shares	Sole	2026-04-21
2025-12-31	$230,155	5,280	+1.5%	Shares	Sole	2026-02-03
2025-09-30	$234,052	5,200	+0.9%	Shares	Sole	2025-10-27
2025-06-30	$223,743	5,153	+2.0%	Shares	Sole	2025-07-22
2025-03-31	$232,750	5,051	+6.9%	Shares	Sole	2025-04-17
2022-12-31	$204,218	4,724	+1.2%	Shares	Sole	2023-01-25
2022-06-30	$211,508	4,667	0.0%	Shares	Sole	2022-07-22
2022-03-31	$222,289	4,667	+3.6%	Shares	Sole	2022-05-06
2021-12-31	$260,324	4,507	0.0%	Shares	Sole	2022-02-01
2021-09-30	$217,868	4,507	-33.1%	Shares	Sole	2021-11-08
2021-06-30	$298,516	6,737	0.0%	Shares	Sole	2021-08-04
2021-03-31	$294,676	6,737	-8.7%	Shares	Sole	2021-05-12
2020-12-31	$311,541	7,379	-0.3%	Shares	Sole	2021-02-02
2020-09-30	$264,659	7,401	0.0%	Shares	Sole	2020-11-12
2020-06-30	$268,582	7,401	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.