CreativeOne Wealth, LLC

Position in EXC — Exelon Corp

CIK 1739728 OVERLAND PARK, KS

Position in EXC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$398,786

+$23,097 QoQ

Shares Held

8,554

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#722

of 1,279 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. EXC ranks #13 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,932	$3,329,290
2	EVRG	Evergy, Inc.	24,818	$2,145,019
3	SO	Southern Co	18,749	$1,794,466
4	DUK	Duke Energy CORP	12,484	$1,580,224
5	EIX	Edison International	19,185	$1,428,322
6	AEP	American Electric Power Co Inc	9,801	$1,340,874
7	AEE	Ameren Corp	5,983	$676,318
8	ED	Consolidated Edison Inc	5,839	$645,968

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,786	8,554	+11.6%	Shares	Other	2026-08-13
2026-03-31	$375,689	7,664	-0.2%	Shares	Other	2026-05-15
2025-12-31	$334,726	7,679	-1.8%	Shares	Other	2026-02-13
2025-09-30	$351,977	7,820	+6.6%	Shares	Other	2025-11-13
2025-06-30	$318,484	7,335	+18.2%	Shares	Other	2025-08-12
2025-03-31	$285,972	6,206	-2.9%	Shares	Other	2025-05-14
2024-12-31	$240,594	6,392	-3.1%	Shares	Other	2025-02-13
2024-09-30	$267,548	6,598	+0.2%	Shares	Other	2024-11-13
2024-03-31	$247,473	6,587	-11.5%	Shares	Sole	2024-05-14
2023-09-30	$281,308	7,444	+30.7%	Shares	Sole	2023-10-17
2023-06-30	$232,014	5,695	+8.7%	Shares	Sole	2023-08-14
2023-03-31	$219,461	5,239	-12.8%	Shares	Sole	2023-05-15
2022-06-30	$272,418	6,011	+59.2%	Shares	Sole	2022-08-12
2021-12-31	$218,044	3,775	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.