SIGNATUREFD, LLC

Position in EXC — Exelon Corp

CIK 1456048 ATLANTA, GA

Position in EXC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,123,215

+$208,061 QoQ

Shares Held

24,093

+29.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#496

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

SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. EXC ranks #10 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	63,528	$6,080,264
2	NEE	Nextera Energy Inc	60,489	$5,309,119
3	DUK	Duke Energy CORP	22,418	$2,837,670
4	FTS	Fortis Inc.	39,804	$2,277,982
5	NGG	National Grid PLC	23,872	$1,978,272
6	AEP	American Electric Power Co Inc	13,663	$1,869,235
7	ED	Consolidated Edison Inc	15,764	$1,743,971
8	D	Dominion Energy, Inc	22,130	$1,511,257

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,215	24,093	+29.1%	Shares	Sole	2026-07-24
2026-03-31	$915,154	18,669	+4.4%	Shares	Sole	2026-04-07
2025-12-31	$779,258	17,877	+3.0%	Shares	Sole	2026-01-20
2025-09-30	$780,878	17,349	+2.9%	Shares	Sole	2025-10-21
2025-06-30	$731,887	16,856	+5.1%	Shares	Sole	2025-07-16
2025-03-31	$739,215	16,042	+6.9%	Shares	Sole	2025-05-02
2024-12-31	$564,901	15,008	+11.3%	Shares	Sole	2025-02-10
2024-09-30	$546,897	13,487	-1.7%	Shares	Sole	2024-10-21
2024-06-30	$474,814	13,719	-9.1%	Shares	Sole	2024-07-29
2024-03-31	$566,931	15,090	+9.9%	Shares	Sole	2024-05-03
2023-12-31	$492,978	13,732	-8.7%	Shares	Sole	2024-02-01
2023-09-30	$568,626	15,047	-0.8%	Shares	Sole	2023-11-03
2023-06-30	$617,781	15,164	-5.5%	Shares	Sole	2023-08-01
2023-03-31	$672,334	16,050	+10.4%	Shares	Sole	2023-04-28
2022-12-31	$628,434	14,537	-10.6%	Shares	Sole	2023-01-30
2022-09-30	$609,174	16,262	-3.4%	Shares	Sole	2022-11-08
2022-06-30	$762,871	16,833	+62.4%	Shares	Sole	2022-08-10
2022-03-31	$493,684	10,365	+0.2%	Shares	Sole	2022-05-02
2021-12-31	$597,642	10,347	+0.5%	Shares	Sole	2022-01-25
2021-09-30	$497,853	10,299	-1.1%	Shares	Sole	2021-10-28
2021-06-30	$461,622	10,418	-14.5%	Shares	Sole	2021-07-26
2021-03-31	$533,234	12,191	-1.9%	Shares	Sole	2021-04-30
2020-12-31	$524,625	12,426	+84.0%	Shares	Sole	2021-02-11
2020-09-30	$241,522	6,754	-18.5%	Shares	Sole	2020-11-03
2020-06-30	$300,808	8,289	-28.5%	Shares	Sole	2020-07-30
2020-03-31	$426,923	11,598	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.