Foundations Investment Advisors, LLC

Endowment

Position in EXC — Exelon Corp

CIK 1743404 PHOENIX, AZ

Position in EXC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$589,556

-$12,360 QoQ

Shares Held

12,646

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#616

of 1,279 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. EXC ranks #15 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	347,316	$33,241,613
2	PEG	Public Service Enterprise Group Inc	261,886	$21,254,667
3	DUK	Duke Energy CORP	28,782	$3,643,225
4	NEE	Nextera Energy Inc	39,939	$3,505,446
5	WEC	Wec Energy Group, Inc.	28,472	$3,324,675
6	XEL	Xcel Energy Inc	24,024	$1,929,127
7	ED	Consolidated Edison Inc	16,040	$1,774,505
8	AEP	American Electric Power Co Inc	10,312	$1,410,784

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,556	12,646	+3.0%	Shares	Sole	2026-08-14
2026-03-31	$601,916	12,279	-10.1%	Shares	Sole	2026-05-11
2025-12-31	$595,570	13,663	-5.6%	Shares	Sole	2026-02-10
2025-09-30	$651,789	14,481	-42.9%	Shares	Sole	2025-11-03
2025-06-30	$1,101,304	25,364	+54.4%	Shares	Sole	2025-08-08
2025-03-31	$757,002	16,428	+140.5%	Shares	Sole	2025-05-07
2024-12-31	$257,081	6,830	-9.3%	Shares	Sole	2025-01-22
2024-09-30	$305,463	7,533	+3.5%	Shares	Sole	2024-10-21
2024-06-30	$251,891	7,278	+11.7%	Shares	Sole	2024-08-02
2023-09-30	$246,239	6,516	-1.3%	Shares	Sole	2023-10-05
2023-06-30	$268,843	6,599	+17.3%	Shares	Sole	2023-07-19
2023-03-31	$235,589	5,624	+12.4%	Shares	Sole	2023-04-25
2022-12-31	$216,236	5,002	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.