EP Wealth Advisors, LLC

Position in EXC — Exelon Corp

CIK 1540569 TORRANCE, CA

Position in EXC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,046,852

+$409,151 QoQ

Shares Held

22,455

+72.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#510

of 1,279 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $196,573,257 across 30 Utilities - Regulated Electric names. EXC ranks #14 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	736,854	$64,673,675
2	XEL	Xcel Energy Inc	613,442	$49,259,392
3	SO	Southern Co	491,161	$47,009,019
4	DUK	Duke Energy CORP	40,955	$5,184,083
5	AEP	American Electric Power Co Inc	34,286	$4,690,667
6	DTE	Dte Energy Co	28,844	$4,394,960
7	ED	Consolidated Edison Inc	20,311	$2,247,005
8	ES	Eversource Energy	28,925	$2,090,409

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,046,852	22,455	+72.6%	Shares	Sole	2026-08-12
2026-03-31	$637,701	13,009	+32.2%	Shares	Sole	2026-05-14
2025-12-31	$428,794	9,837	-19.0%	Shares	Sole	2026-02-18
2025-06-30	$527,509	12,149	+34.6%	Shares	Sole	2025-08-14
2025-03-31	$415,872	9,025	-6.2%	Shares	Sole	2025-05-15
2024-12-31	$362,134	9,621	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$392,848	9,688	-4.8%	Shares	Sole	2024-11-15
2024-06-30	$352,225	10,177	-1.8%	Shares	Sole	2024-08-19
2024-03-31	$389,488	10,367	+12.1%	Shares	Sole	2024-05-14
2023-12-31	$331,859	9,244	+18.7%	Shares	Sole	2024-02-28
2023-09-30	$294,270	7,787	-3.5%	Shares	Sole	2023-11-24
2023-06-30	$328,608	8,066	-69.6%	Shares	Sole	2023-08-14
2023-03-31	$3	26,500	—	Shares	Sole	2023-06-05
No filing history on record for this holder in this stock.