Aull & Monroe Investment Management Corp

Position in EXC — Exelon Corp

CIK 1387615 MOBILE, AL

Position in EXC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$395,290

-$26,772 QoQ

Shares Held

8,479

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#723

of 1,279 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aull & Monroe Investment Management Corp holds $18,590,483 across 6 Utilities - Regulated Electric names. EXC ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	78,384	$7,502,132
2	DUK	Duke Energy CORP	40,184	$5,086,490
3	NEE	Nextera Energy Inc	51,464	$4,516,995
4	AEP	American Electric Power Co Inc	5,684	$777,628
5	EXC	Exelon Corp This page	8,479	$395,290
6	D	Dominion Energy, Inc	4,568	$311,948

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,290	8,479	-1.5%	Shares	Sole	2026-07-20
2026-03-31	$422,062	8,610	0.0%	Shares	Sole	2026-04-21
2025-12-31	$375,309	8,610	0.0%	Shares	Sole	2026-01-09
2025-09-30	$387,536	8,610	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$378,188	8,710	-4.1%	Shares	Sole	2025-07-29
2025-03-31	$418,590	9,084	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$345,685	9,184	0.0%	Shares	Sole	2025-02-07
2024-09-30	$372,411	9,184	0.0%	Shares	Sole	2024-11-01
2024-06-30	$317,858	9,184	0.0%	Shares	Sole	2024-07-22
2024-03-31	$345,042	9,184	-1.4%	Shares	Sole	2024-05-07
2023-12-31	$334,372	9,314	0.0%	Shares	Sole	2024-01-26
2023-09-30	$351,976	9,314	0.0%	Shares	Sole	2023-11-13
2023-06-30	$379,452	9,314	0.0%	Shares	Sole	2023-07-24
2023-03-31	$390,163	9,314	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$419,503	9,704	0.0%	Shares	Sole	2023-02-08
2022-09-30	$363,511	9,704	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$444,317	9,804	-2.0%	Shares	Sole	2022-08-08
2022-03-31	$476,442	10,003	0.0%	Shares	Sole	2022-05-02
2021-12-31	$577,773	10,003	0.0%	Shares	Sole	2022-02-02
2021-09-30	$483,544	10,003	0.0%	Shares	Sole	2021-10-26
2021-06-30	$443,233	10,003	0.0%	Shares	Sole	2021-07-28
2021-03-31	$437,531	10,003	+16.0%	Shares	Sole	2021-04-19
2020-12-31	$364,020	8,622	0.0%	Shares	Sole	2021-02-02
2020-09-30	$308,322	8,622	+39.7%	Shares	Sole	2020-11-02
2020-06-30	$223,982	6,172	-11.5%	Shares	Sole	2020-07-28
2020-03-31	$256,639	6,972	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.