Sigma Planning Corp

Position in EXC — Exelon Corp

CIK 1449126 ANN ARBOR, MI

Position in EXC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$929,882

+$45,611 QoQ

Shares Held

19,946

+10.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#530

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

Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. EXC ranks #11 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,356	$9,949,256
2	DTE	Dte Energy Co	47,200	$7,191,864
3	DUK	Duke Energy CORP	40,177	$5,085,604
4	SO	Southern Co	40,567	$3,882,667
5	CMS	Cms Energy Corp	39,672	$3,034,908
6	AEP	American Electric Power Co Inc	18,080	$2,473,524
7	EIX	Edison International	28,634	$2,131,801
8	FE	Firstenergy Corp	37,888	$1,801,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$929,882	19,946	+10.6%	Shares	Sole	2026-08-07
2026-03-31	$884,271	18,039	+4.3%	Shares	Sole	2026-05-04
2025-12-31	$753,583	17,288	+6.1%	Shares	Sole	2026-01-30
2025-09-30	$733,212	16,290	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$710,177	16,356	+2.2%	Shares	Sole	2025-08-05
2025-03-31	$737,556	16,006	+3.3%	Shares	Sole	2025-05-02
2024-12-31	$583,344	15,498	-9.0%	Shares	Sole	2025-02-03
2024-09-30	$690,769	17,035	+0.7%	Shares	Sole	2024-11-04
2024-06-30	$585,393	16,914	+8.9%	Shares	Sole	2024-08-06
2024-03-31	$583,424	15,529	+94.3%	Shares	Sole	2024-05-02
2023-12-31	$286,984	7,994	-51.7%	Shares	Sole	2024-02-01
2023-09-30	$625,046	16,540	+2.4%	Shares	Sole	2023-11-06
2023-06-30	$658,154	16,155	-22.6%	Shares	Sole	2023-08-02
2023-03-31	$874,244	20,870	-4.4%	Shares	Sole	2023-05-08
2022-12-31	$943,927	21,835	+1.3%	Shares	Sole	2023-01-24
2022-09-30	$807,412	21,554	+6.3%	Shares	Sole	2022-11-10
2022-06-30	$918,998	20,278	-0.3%	Shares	Sole	2022-08-11
2022-03-31	$968,508	20,334	+0.3%	Shares	Sole	2022-04-20
2021-12-31	$1,170,564	20,266	-0.7%	Shares	Sole	2022-02-02
2021-09-30	$987,005	20,418	-0.9%	Shares	Sole	2021-10-28
2021-06-30	$913,319	20,612	-0.0%	Shares	Sole	2021-08-13
2021-03-31	$901,962	20,621	+13.6%	Shares	Sole	2021-05-06
2020-12-31	$766,587	18,157	-3.9%	Shares	Sole	2021-02-09
2020-09-30	$675,577	18,892	-7.5%	Shares	Sole	2020-11-03
2020-06-30	$741,188	20,424	-0.4%	Shares	Sole	2020-07-31
2020-03-31	$754,753	20,504	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.