Lineweaver Wealth Advisors, LLC

Position in EXC — Exelon Corp

CIK 1797873 VALLEY VIEW, OH

Position in EXC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$226,293

-$23,737 QoQ

Shares Held

4,854

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#914

of 1,279 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lineweaver Wealth Advisors, LLC holds $9,926,617 across 4 Utilities - Regulated Electric names. EXC ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	50,864	$4,464,333
2	DUK	Duke Energy CORP	21,997	$2,784,380
3	SO	Southern Co	25,615	$2,451,611
4	EXC	Exelon Corp This page	4,854	$226,293

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,293	4,854	-12.6%	Shares	Sole	2026-07-09
2025-09-30	$250,030	5,555	-0.7%	Shares	Sole	2025-10-10
2025-06-30	$242,934	5,595	+24.1%	Shares	Sole	2025-07-09
2025-03-31	$207,820	4,510	+7.0%	Shares	Sole	2025-05-02
2022-03-31	$200,712	4,214	+9.6%	Shares	Sole	2022-05-09
2021-12-31	$222,029	3,844	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.