Principle Wealth Partners LLC

Position in EXC — Exelon Corp

CIK 1743413 MADISON, CT

Position in EXC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,396,734

-$123,384 QoQ

Shares Held

51,410

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#379

of 1,279 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. EXC ranks #6 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	100,553	$9,623,927
2	DUK	Duke Energy CORP	41,778	$5,288,259
3	AEP	American Electric Power Co Inc	33,014	$4,516,645
4	D	Dominion Energy, Inc	61,443	$4,195,942
5	NEE	Nextera Energy Inc	41,082	$3,605,767
6	EXC	Exelon Corp This page	51,410	$2,396,734
7	ES	Eversource Energy	12,256	$885,741
8	ED	Consolidated Edison Inc	5,338	$590,542

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,396,734	51,410	0.0%	Shares	Sole	2026-08-07
2026-03-31	$2,520,118	51,410	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$2,237,692	51,335	+0.4%	Shares	Sole	2026-02-06
2025-09-30	$2,301,586	51,135	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$2,214,637	51,005	0.0%	Shares	Sole	2025-07-30
2025-03-31	$2,350,310	51,005	+3.5%	Shares	Sole	2025-05-06
2024-12-31	$1,854,899	49,280	-14.8%	Shares	Sole	2025-01-29
2024-09-30	$2,345,006	57,830	+13.0%	Shares	Sole	2024-11-13
2024-06-30	$1,770,474	51,155	+2.4%	Shares	Sole	2024-08-13
2024-03-31	$1,877,372	49,970	+9.5%	Shares	Sole	2024-04-23
2023-12-31	$1,639,014	45,655	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.