HBK Sorce Advisory LLC

Position in EXC — Exelon Corp

CIK 1379995 ERIE, PA

Position in EXC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,262,376

-$35,967 QoQ

Shares Held

27,078

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#476

of 1,276 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. EXC ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,959	$3,946,051
2	DUK	Duke Energy CORP	12,668	$1,603,515
3	EXC	Exelon Corp This page	27,078	$1,262,376
4	AEP	American Electric Power Co Inc	8,729	$1,194,214
5	PPL	PPL Corp	30,869	$1,122,088
6	D	Dominion Energy, Inc	14,014	$957,016
7	SO	Southern Co	9,437	$903,215
8	LNT	Alliant Energy Corp	10,892	$830,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,376	27,078	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$1,298,343	26,486	-6.7%	Shares	Sole	2026-05-11
2025-12-31	$1,237,520	28,390	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$1,235,434	27,448	+3.8%	Shares	Sole	2025-10-16
2025-06-30	$1,148,024	26,440	+18.1%	Shares	Sole	2025-08-04
2025-03-31	$1,031,454	22,384	-3.4%	Shares	Sole	2025-04-23
2024-12-31	$872,156	23,171	+4.7%	Shares	Sole	2025-02-10
2024-09-30	$897,412	22,131	-6.1%	Shares	Sole	2024-11-12
2024-06-30	$815,965	23,576	+1.8%	Shares	Sole	2024-08-08
2024-03-31	$869,783	23,151	-4.5%	Shares	Sole	2024-05-09
2023-12-31	$870,072	24,236	-12.5%	Shares	Sole	2024-01-25
2023-09-30	$1,046,367	27,689	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$1,113,750	27,338	-8.0%	Shares	Sole	2023-08-04
2023-03-31	$1,244,551	29,710	-41.8%	Shares	Sole	2023-08-15
2022-12-31	$2,205,335	51,014	+189.5%	Shares	Sole	2023-02-09
2022-09-30	$660,195	17,624	-20.5%	Shares	Sole	2022-11-14
2022-06-30	$1,004,971	22,175	+6.0%	Shares	Sole	2022-08-15
2022-03-31	$996,038	20,912	+2.7%	Shares	Sole	2022-05-13
2021-12-31	$1,176,571	20,370	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$980,769	20,289	+3.7%	Shares	Sole	2021-11-15
2021-06-30	$867,192	19,571	-0.5%	Shares	Sole	2021-08-12
2021-03-31	$860,234	19,667	+1.1%	Shares	Sole	2021-05-14
2020-12-31	$820,967	19,445	+8.1%	Shares	Sole	2021-02-12
2020-09-30	$643,500	17,995	+2.1%	Shares	Sole	2020-11-13
2020-06-30	$639,648	17,626	+1.6%	Shares	Sole	2020-08-14
2020-03-31	$638,691	17,351	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.