CX Institutional

Position in EXC — Exelon Corp

CIK 1737089 AUBURN, IN

Position in EXC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$358,228

-$6,333 QoQ

Shares Held

7,684

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#753

of 1,279 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. EXC ranks #12 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,228	7,684	+3.3%	Shares	Sole	2026-07-02
2026-03-31	$364,561	7,437	+13.0%	Shares	Sole	2026-04-06
2025-12-31	$286,822	6,580	+7.8%	Shares	Sole	2026-02-02
2025-09-30	$274,696	6,103	+0.3%	Shares	Sole	2025-10-23
2025-06-30	$264,123	6,083	+1.6%	Shares	Sole	2025-07-16
2025-03-31	$275,927	5,988	-11.7%	Shares	Sole	2025-04-15
2023-09-30	$256,291	6,782	+0.4%	Shares	Sole	2023-10-18
2023-06-30	$275,239	6,756	+11.0%	Shares	Sole	2023-07-26
2023-03-31	$254,984	6,087	+138.5%	Shares	Sole	2023-05-04
2022-06-30	$115,656	2,552	+33.5%	Shares	Sole	2022-08-02
2021-09-30	$92,426	1,912	+6.5%	Shares	Sole	2021-11-10
2021-06-30	$79,580	1,796	+32.3%	Shares	Sole	2021-08-04
2021-03-31	$59,398	1,358	+33.3%	Shares	Sole	2021-04-15
2020-12-31	$43,022	1,019	-44.6%	Shares	Sole	2021-01-12
2020-09-30	$65,798	1,840	+829.3%	Shares	Sole	2020-10-13
2020-06-30	$7,185	198	+100.0%	Shares	Sole	2020-08-06
2020-03-31	$3,644	99	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.