MPS Loria Financial Planners, LLC

Position in EXC — Exelon Corp

CIK 1716180 Burr Ridge, IL

Position in EXC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$280,932

-$29,707 QoQ

Shares Held

6,026

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#825

of 1,279 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MPS Loria Financial Planners, LLC holds $1,551,755 across 4 Utilities - Regulated Electric names. EXC ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	4,922	$574,741
2	NEE	Nextera Energy Inc	5,342	$468,867
3	EXC	Exelon Corp This page	6,026	$280,932
4	SO	Southern Co	2,374	$227,215

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,932	6,026	-4.9%	Shares	Sole	2026-07-30
2026-03-31	$310,639	6,337	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$275,750	6,326	-34.2%	Shares	Sole	2026-02-03
2025-09-30	$432,726	9,614	-1.3%	Shares	Sole	2025-10-17
2025-06-30	$423,041	9,743	+301.4%	Shares	Sole	2025-07-29
2021-03-31	$106,157	2,427	-22.4%	Shares	Sole	2021-05-03
2020-12-31	$132,064	3,128	-19.7%	Shares	Sole	2021-02-02
2020-09-30	$139,285	3,895	+31.1%	Shares	Sole	2020-10-13
2020-06-30	$107,817	2,971	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.