Bragg Financial Advisors, Inc

Position in EXC — Exelon Corp

CIK 1327055 CHARLOTTE, NC

Position in EXC

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

Position Value

$1,736,967

-$214,323 QoQ

Shares Held

37,258

-6.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#417

of 1,279 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $30,256,008 across 5 Utilities - Regulated Electric names. EXC ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	148,316	$14,195,324
2	NEE	Nextera Energy Inc	103,969	$9,125,359
3	DUK	Duke Energy CORP	35,710	$4,520,171
4	EXC	Exelon Corp This page	37,258	$1,736,967
5	D	Dominion Energy, Inc	9,931	$678,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,736,967	37,258	-6.4%	Shares	Sole	2026-08-12
2026-03-31	$1,951,290	39,806	-6.6%	Shares	Sole	2026-05-15
2025-12-31	$1,858,590	42,638	-12.1%	Shares	Sole	2026-02-13
2025-09-30	$2,182,129	48,481	-10.9%	Shares	Sole	2025-11-13
2025-06-30	$2,362,004	54,399	-4.8%	Shares	Sole	2025-08-14
2025-03-31	$2,631,997	57,118	-5.3%	Shares	Sole	2025-05-14
2024-12-31	$2,269,127	60,285	-12.6%	Shares	Sole	2025-02-13
2024-09-30	$2,795,598	68,942	-10.4%	Shares	Sole	2024-11-14
2024-06-30	$2,664,104	76,975	-34.6%	Shares	Sole	2024-08-15
2024-03-31	$4,423,642	117,744	-7.1%	Shares	Sole	2024-05-14
2023-12-31	$4,548,996	126,713	-4.5%	Shares	Sole	2024-02-14
2023-09-30	$5,012,767	132,648	-4.8%	Shares	Sole	2023-11-14
2023-06-30	$5,674,715	139,291	-2.9%	Shares	Sole	2023-08-15
2023-03-31	$6,011,969	143,518	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$6,362,894	147,187	-1.7%	Shares	Sole	2023-02-15
2022-09-30	$5,608,586	149,722	-5.0%	Shares	Sole	2022-11-14
2022-06-30	$7,140,347	157,554	-4.7%	Shares	Sole	2022-08-15
2022-03-31	$7,874,001	165,316	+4.3%	Shares	Sole	2022-05-11
2021-12-31	$9,152,998	158,466	0.0%	Shares	Sole	2022-02-14
2021-09-30	$7,660,243	158,466	+2.0%	Shares	Sole	2021-11-15
2021-06-30	$6,882,550	155,327	+2.9%	Shares	Sole	2021-08-16
2021-03-31	$6,602,205	150,942	+4.8%	Shares	Sole	2021-05-14
2020-12-31	$6,080,646	144,023	+5.3%	Shares	Sole	2021-02-11
2020-09-30	$4,892,858	136,825	+6.8%	Shares	Sole	2020-11-13
2020-06-30	$4,647,923	128,077	+6.2%	Shares	Sole	2020-08-14
2020-03-31	$4,438,521	120,579	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.