Avantra Family Wealth, Inc.

Position in EXC — Exelon Corp

CIK 1774744 MECHANICSBURG, PA

Position in EXC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$361,326

-$81,461 QoQ

Shares Held

7,371

-27.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	4,470	$681,093
2	D	Dominion Energy, Inc	9,578	$654,081
3	NEE	Nextera Energy Inc	7,176	$629,837
4	EVRG	Evergy, Inc.	7,094	$613,134
5	AEP	American Electric Power Co Inc	2,996	$409,882

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$361,326	7,371	-27.4%	Shares	Sole	2026-04-22
2025-12-31	$442,787	10,158	+1.3%	Shares	Sole	2026-01-21
2025-09-30	$451,360	10,028	-1.1%	Shares	Sole	2025-10-28
2025-06-30	$440,191	10,138	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$466,836	10,131	+12.1%	Shares	Sole	2025-04-22
2024-12-31	$340,152	9,037	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.