Westover Capital Advisors, LLC

Position in EXC — Exelon Corp

CIK 1483467 WILMINGTON, DE

Position in EXC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$209,463

-$11,519 QoQ

Shares Held

4,493

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#939

of 1,279 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $2,155,310 across 6 Utilities - Regulated Electric names. EXC ranks #6 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,000	$689,160
2	NEE	Nextera Energy Inc	4,521	$396,808
3	DUK	Duke Energy CORP	2,991	$378,600
4	EVRG	Evergy, Inc.	2,800	$242,004
5	SO	Southern Co	2,500	$239,275
6	EXC	Exelon Corp This page	4,493	$209,463

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,463	4,493	-0.3%	Shares	Sole	2026-08-04
2026-03-31	$220,982	4,508	-14.1%	Shares	Sole	2026-05-05
2025-12-31	$228,673	5,246	-0.2%	Shares	Sole	2026-02-09
2025-09-30	$236,617	5,257	-1.6%	Shares	Sole	2025-11-06
2025-06-30	$231,862	5,340	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$247,080	5,362	-5.4%	Shares	Sole	2025-05-06
2024-12-31	$213,381	5,669	-0.7%	Shares	Sole	2025-02-06
2024-09-30	$231,459	5,708	-16.1%	Shares	Sole	2024-11-08
2024-03-31	$255,701	6,806	-25.0%	Shares	Sole	2024-05-03
2023-12-31	$325,792	9,075	-6.6%	Shares	Sole	2024-02-06
2023-09-30	$367,281	9,719	-5.7%	Shares	Sole	2023-11-13
2023-06-30	$419,866	10,306	-3.4%	Shares	Sole	2023-08-11
2023-03-31	$446,966	10,670	-0.1%	Shares	Sole	2023-05-22
2022-12-31	$461,523	10,676	-0.4%	Shares	Sole	2023-05-18
2022-09-30	$401,421	10,716	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$496,389	10,953	-0.6%	Shares	Sole	2022-08-12
2022-03-31	$524,739	11,017	-3.7%	Shares	Sole	2022-05-13
2021-12-31	$660,485	11,435	-10.0%	Shares	Sole	2022-02-14
2021-09-30	$614,497	12,712	-12.7%	Shares	Sole	2021-11-15
2021-06-30	$645,021	14,557	-2.5%	Shares	Sole	2021-08-10
2021-03-31	$652,776	14,924	-3.6%	Shares	Sole	2021-05-18
2020-12-31	$653,945	15,489	-1.7%	Shares	Sole	2021-02-16
2020-09-30	$563,577	15,760	-8.5%	Shares	Sole	2020-11-19
2020-06-30	$625,060	17,224	-6.1%	Shares	Sole	2020-08-14
2020-03-31	$675,059	18,339	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.