Sargent Investment Group, LLC

Position in EXC — Exelon Corp

CIK 1766157 BETHESDA, MD

Position in EXC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,747,504

-$27,069 QoQ

Shares Held

37,484

+3.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#416

of 1,279 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sargent Investment Group, LLC holds $9,443,604 across 4 Utilities - Regulated Electric names. EXC ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	43,832	$5,548,254
2	EXC	Exelon Corp This page	37,484	$1,747,504
3	SO	Southern Co	15,822	$1,514,323
4	NEE	Nextera Energy Inc	7,218	$633,523

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,747,504	37,484	+3.5%	Shares	Sole	2026-08-11
2026-03-31	$1,774,573	36,201	+9.5%	Shares	Sole	2026-05-11
2025-12-31	$1,440,605	33,049	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$1,507,384	33,490	+34.8%	Shares	Sole	2025-11-14
2025-06-30	$1,078,596	24,841	+62.0%	Shares	Sole	2025-08-14
2025-03-31	$706,636	15,335	+29.4%	Shares	Sole	2025-05-05
2024-12-31	$446,034	11,850	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.