Syverson Strege & Co

Position in EXC — Exelon Corp

CIK 1682057 WEST DES MOINES, IA

Position in EXC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$213,286

-$18,627 QoQ

Shares Held

4,575

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#931

of 1,279 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Syverson Strege & Co holds $1,691,427 across 6 Utilities - Regulated Electric names. EXC ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	5,686	$544,207
2	AEE	Ameren Corp	2,414	$272,878
3	NEE	Nextera Energy Inc	2,843	$249,530
4	EXC	Exelon Corp This page	4,575	$213,286
5	ED	Consolidated Edison Inc	1,900	$210,197
6	LNT	Alliant Energy Corp	2,639	$201,329

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,286	4,575	-3.3%	Shares	Sole	2026-08-06
2026-03-31	$231,913	4,731	+3842.5%	Shares	Sole	2026-05-04
2023-03-31	$5,026	120	-89.1%	Shares	Sole	2023-05-03
2021-09-30	$53,077	1,098	0.0%	Shares	Sole	2021-11-02
2021-06-30	$48,652	1,098	-0.1%	Shares	Sole	2021-08-04
2021-03-31	$48,070	1,099	0.0%	Shares	Sole	2021-05-07
2020-12-31	$46,399	1,099	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.