Cohen Klingenstein LLC

Position in EXC — Exelon Corp

CIK 1453620 NEW YORK, NY

Position in EXC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$382,284

-$19,680 QoQ

Shares Held

8,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#735

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

Cohen Klingenstein LLC holds $11,125,555 across 7 Utilities - Regulated Electric names. EXC ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	59,400	$5,213,538
2	SO	Southern Co	21,800	$2,086,478
3	D	Dominion Energy, Inc	18,700	$1,277,023
4	ED	Consolidated Edison Inc	6,900	$763,347
5	AEP	American Electric Power Co Inc	5,500	$752,455
6	XEL	Xcel Energy Inc	8,100	$650,430
7	EXC	Exelon Corp This page	8,200	$382,284

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$382,284	8,200	0.0%	Shares	Sole	2026-07-15
2026-03-31	$401,964	8,200	0.0%	Shares	Sole	2026-04-15
2025-12-31	$357,438	8,200	0.0%	Shares	Sole	2026-01-20
2025-09-30	$369,082	8,200	0.0%	Shares	Sole	2025-10-16
2025-06-30	$356,044	8,200	0.0%	Shares	Sole	2025-07-18
2025-03-31	$377,856	8,200	0.0%	Shares	Sole	2025-04-15
2024-12-31	$308,648	8,200	0.0%	Shares	Sole	2025-01-15
2024-09-30	$332,510	8,200	0.0%	Shares	Sole	2024-10-16
2024-06-30	$283,802	8,200	0.0%	Shares	Sole	2024-07-15
2024-03-31	$308,074	8,200	0.0%	Shares	Sole	2024-04-12
2023-12-31	$294,380	8,200	0.0%	Shares	Sole	2024-01-16
2023-09-30	$309,878	8,200	0.0%	Shares	Sole	2023-10-13
2023-06-30	$334,068	8,200	0.0%	Shares	Sole	2023-07-14
2023-03-31	$343,498	8,200	0.0%	Shares	Sole	2023-04-14
2022-12-31	$354,486	8,200	0.0%	Shares	Sole	2023-01-13
2022-09-30	$307,172	8,200	0.0%	Shares	Sole	2022-10-12
2022-06-30	$371,624	8,200	0.0%	Shares	Sole	2022-07-15
2022-03-31	$390,566	8,200	0.0%	Shares	Sole	2022-04-14
2021-12-31	$473,632	8,200	0.0%	Shares	Sole	2022-01-14
2021-09-30	$396,387	8,200	0.0%	Shares	Sole	2021-10-15
2021-06-30	$363,342	8,200	0.0%	Shares	Sole	2021-07-16
2021-03-31	$358,668	8,200	0.0%	Shares	Sole	2021-04-15
2020-12-31	$346,203	8,200	0.0%	Shares	Sole	2021-01-25
2020-09-30	$293,231	8,200	0.0%	Shares	Sole	2020-10-19
2020-06-30	$297,578	8,200	0.0%	Shares	Sole	2020-07-15
2020-03-31	$301,842	8,200	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.