RWA WEALTH PARTNERS, LLC

Position in EXC — Exelon Corp

CIK 1544576 BOSTON, MA

Position in EXC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$755,290

-$494,081 QoQ

Shares Held

16,201

-36.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#566

of 1,276 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. EXC ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	451,739	$39,649,131
2	DUK	Duke Energy CORP	86,020	$10,888,410
3	AEP	American Electric Power Co Inc	10,405	$1,423,507
4	ETR	Entergy Corp /De/	6,757	$776,109
5	WEC	Wec Energy Group, Inc.	6,569	$767,061
6	EXC	Exelon Corp This page	16,201	$755,290
7	SO	Southern Co	7,801	$746,633
8	ED	Consolidated Edison Inc	3,451	$381,784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$755,290	16,201	-36.4%	Shares	Sole	2026-08-07
2026-03-31	$1,249,371	25,487	+8.0%	Shares	Sole	2026-05-13
2025-12-31	$1,029,028	23,607	+4.1%	Shares	Sole	2026-02-12
2025-09-30	$1,020,916	22,682	-2.7%	Shares	Sole	2025-11-10
2025-06-30	$1,012,683	23,323	-1.1%	Shares	Sole	2025-08-06
2025-03-31	$1,086,474	23,578	-2.7%	Shares	Sole	2025-05-13
2024-12-31	$912,318	24,238	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$982,485	24,229	+7.6%	Shares	Sole	2024-11-08
2024-06-30	$779,659	22,527	0.0%	Shares	Sole	2024-08-12
2024-03-31	$846,339	22,527	-1.0%	Shares	Sole	2024-04-29
2023-12-31	$817,119	22,761	-0.2%	Shares	Sole	2024-02-01
2023-09-30	$862,027	22,811	+33.2%	Shares	Sole	2023-10-11
2023-06-30	$697,631	17,124	+105.1%	Shares	Sole	2023-08-04
2023-03-31	$349,781	8,350	+15.0%	Shares	Sole	2023-04-26
2022-12-31	$313,763	7,258	-25.3%	Shares	Sole	2023-01-19
2022-09-30	$363,736	9,710	+1.8%	Shares	Sole	2022-10-14
2022-06-30	$432,126	9,535	+60.3%	Shares	Sole	2022-07-14
2022-03-31	$283,350	5,949	0.0%	Shares	Sole	2022-05-04
2021-12-31	$343,614	5,949	-1.1%	Shares	Sole	2022-01-31
2021-09-30	$290,716	6,014	+1.1%	Shares	Sole	2021-11-05
2021-06-30	$263,600	5,949	0.0%	Shares	Sole	2021-07-09
2021-03-31	$260,209	5,949	0.0%	Shares	Sole	2021-05-05
2020-12-31	$251,166	5,949	-0.6%	Shares	Sole	2021-01-26
2020-09-30	$214,059	5,986	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$215,889	5,949	-3.3%	Shares	Sole	2020-08-03
2020-03-31	$226,345	6,149	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.