Patriot Financial Group Insurance Agency, LLC
InsurancePosition in EXC — Exelon Corp
CIK 1694883
Westborough, MA
Position in EXC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$292,355
+$248,576 QoQ
Shares Held
5,964
+517.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,355 | 5,964 | Shares | Sole | 2026-04-22 | |
| 2022-06-30 | $43,779 | 966 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $40,866 | 858 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $49,442 | 856 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $41,330 | 855 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $31,858 | 719 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $31,405 | 718 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $53,788 | 1,274 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $45,558 | 1,274 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $48,048 | 1,324 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $57,239 | 1,555 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||