Belpointe Asset Management LLC

Position in EXC — Exelon Corp

CIK 1721242 RENO, NV

Position in EXC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$240,605

-$12,338 QoQ

Shares Held

5,161

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#884

of 1,279 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. EXC ranks #13 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	75,013	$6,583,891
2	WEC	Wec Energy Group, Inc.	40,721	$4,754,991
3	D	Dominion Energy, Inc	22,308	$1,523,413
4	DUK	Duke Energy CORP	10,570	$1,337,950
5	SO	Southern Co	10,930	$1,046,110
6	ED	Consolidated Edison Inc	8,268	$914,688
7	ES	Eversource Energy	12,165	$879,164
8	ETR	Entergy Corp /De/	4,897	$562,469

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,605	5,161	+0.0%	Shares	Sole	2026-07-31
2026-03-31	$252,943	5,160	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$225,578	5,175	-38.8%	Shares	Sole	2026-01-27
2023-03-31	$354,096	8,453	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$362,829	8,393	+16.4%	Shares	Sole	2023-02-08
2022-09-30	$270,198	7,213	+164.7%	Shares	Sole	2022-11-14
2022-06-30	$123,497	2,725	-8.6%	Shares	Sole	2022-08-02
2022-03-31	$142,080	2,983	-50.9%	Shares	Sole	2022-04-28
2021-12-31	$351,238	6,081	-4.3%	Shares	Sole	2022-02-15
2021-09-30	$307,248	6,356	-4.4%	Shares	Sole	2021-11-15
2021-06-30	$294,750	6,652	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.