Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in EXC — Exelon Corp

CIK 1510434 Seattle, WA

Back to EXC Full portfolio

Position in EXC

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

Position Value

$752,026

+$277,513 QoQ

Shares Held

16,131

+66.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#572

of 1,279 holders

Holding Since

Mar 2021

8 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in EXC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. EXC ranks #11 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	43,722	$5,021,908
2	WEC	Wec Energy Group, Inc.	36,733	$4,289,311
3	DUK	Duke Energy CORP	29,120	$3,686,009
4	NEE	Nextera Energy Inc	31,565	$2,770,459
5	AEP	American Electric Power Co Inc	14,191	$1,941,469
6	ED	Consolidated Edison Inc	16,604	$1,836,900
7	AEE	Ameren Corp	10,946	$1,237,334
8	ES	Eversource Energy	12,703	$918,045

All Filings in EXC

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,026	16,131	+66.6%	Shares	Sole	2026-07-15
2026-03-31	$474,513	9,680	+78.2%	Shares	Sole	2026-05-04
2025-12-31	$236,737	5,431	+2.4%	Shares	Other	2026-01-16
2025-09-30	$238,642	5,302	-3.6%	Shares	Sole	2025-11-10
2021-12-31	$317,795	5,502	-31.0%	Shares	Sole	2022-02-14
2021-09-30	$385,704	7,979	-30.5%	Shares	Sole	2021-11-02
2021-06-30	$508,901	11,485	+54.8%	Shares	Sole	2021-08-12
2021-03-31	$324,419	7,417	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.