Focused Wealth Management, Inc

Position in EXC — Exelon Corp

CIK 1586052 Newburgh, NY

Position in EXC

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

Position Value

$228,904

+$141,021 QoQ

Shares Held

4,910

+100.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#906

of 1,279 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Focused Wealth Management, Inc holds $2,648,073 across 6 Utilities - Regulated Electric names. EXC ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,197	$807,220
2	DUK	Duke Energy CORP	4,386	$555,179
3	ED	Consolidated Edison Inc	4,378	$484,338
4	EIX	Edison International	4,898	$364,656
5	EXC	Exelon Corp This page	4,910	$228,904
6	ES	Eversource Energy	2,875	$207,776

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,904	4,910	+100.6%	Shares	Sole	2026-08-07
2023-12-31	$87,883	2,448	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$92,358	2,444	0.0%	Shares	Sole	2023-11-01
2023-06-30	$99,568	2,444	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$102,085	2,437	+0.2%	Shares	Sole	2023-04-13
2022-12-31	$105,092	2,431	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$90,877	2,426	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$109,719	2,421	+0.2%	Shares	Sole	2022-08-04
2022-03-31	$115,074	2,416	+0.2%	Shares	Sole	2022-04-29
2021-12-31	$139,259	2,411	+0.2%	Shares	Sole	2022-01-31
2021-09-30	$116,305	2,406	+2.0%	Shares	Sole	2021-10-12
2021-06-30	$104,483	2,358	+0.2%	Shares	Sole	2021-07-15
2021-03-31	$102,920	2,353	-7.7%	Shares	Sole	2021-05-03
2020-12-31	$107,576	2,548	+65.2%	Shares	Sole	2021-02-03
2020-09-30	$55,141	1,542	+0.4%	Shares	Sole	2020-10-19
2020-06-30	$55,741	1,536	-4.2%	Shares	Sole	2020-07-24
2020-03-31	$59,006	1,603	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.