Point Windward Advisors Inc.

Position in EXC — Exelon Corp

CIK 1356202 NEW YORK, NY

Position in EXC

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

Position Value

$1,148,763

-$47,864 QoQ

Shares Held

24,641

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#493

of 1,279 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Point Windward Advisors Inc. holds $9,951,397 across 5 Utilities - Regulated Electric names. EXC ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,864	$3,762,173
2	D	Dominion Energy, Inc	40,357	$2,755,979
3	DUK	Duke Energy CORP	12,013	$1,520,605
4	EXC	Exelon Corp This page	24,641	$1,148,763
5	PEG	Public Service Enterprise Group Inc	9,412	$763,877

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,148,763	24,641	+0.9%	Shares	Sole	2026-07-30
2026-03-31	$1,196,627	24,411	-2.7%	Shares	Sole	2026-04-09
2025-12-31	$1,093,280	25,081	+0.5%	Shares	Sole	2026-01-14
2025-09-30	$1,123,044	24,951	+8.6%	Shares	Sole	2025-10-14
2025-06-30	$997,270	22,968	-9.9%	Shares	Sole	2025-07-30
2025-03-31	$1,174,533	25,489	-2.9%	Shares	Sole	2025-04-23
2024-12-31	$987,824	26,244	+1.6%	Shares	Sole	2025-01-15
2024-09-30	$1,047,568	25,834	+6.5%	Shares	Sole	2024-10-16
2024-06-30	$839,811	24,265	+2.7%	Shares	Sole	2024-07-12
2021-12-31	$1,364,291	23,620	-9.4%	Shares	Sole	2022-01-19
2021-09-30	$1,260,223	26,070	-2.2%	Shares	Sole	2021-10-14
2021-06-30	$1,180,641	26,645	-63.2%	Shares	Sole	2021-07-15
2021-03-31	$3,166,427	72,392	-2.3%	Shares	Sole	2021-04-19
2020-12-31	$3,127,655	74,080	-3.6%	Shares	Sole	2021-01-22
2020-09-30	$2,749,226	76,880	-1.0%	Shares	Sole	2020-10-19
2020-06-30	$2,817,016	77,625	+9.8%	Shares	Sole	2020-07-17
2020-03-31	$2,601,551	70,675	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.