Arkadios Wealth Advisors

Position in EXC — Exelon Corp

CIK 1800798 ATLANTA, GA

Position in EXC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$676,315

-$60,062 QoQ

Shares Held

14,507

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#586

of 1,279 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. EXC ranks #13 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	208,779	$19,982,237
2	NEE	Nextera Energy Inc	189,577	$16,639,172
3	DUK	Duke Energy CORP	45,451	$5,753,187
4	AEP	American Electric Power Co Inc	35,266	$4,824,741
5	ETR	Entergy Corp /De/	21,504	$2,469,948
6	PEG	Public Service Enterprise Group Inc	26,353	$2,138,808
7	EIX	Edison International	24,765	$1,843,753
8	ES	Eversource Energy	22,920	$1,656,427

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,315	14,507	-3.4%	Shares	Sole	2026-08-10
2026-03-31	$736,377	15,022	+8.7%	Shares	Sole	2026-05-18
2025-12-31	$602,413	13,820	-9.3%	Shares	Sole	2026-02-13
2025-09-30	$685,907	15,239	+46.5%	Shares	Sole	2025-10-29
2025-06-30	$451,567	10,400	+16.0%	Shares	Sole	2025-08-04
2025-03-31	$413,014	8,963	+17.2%	Shares	Sole	2025-05-08
2024-12-31	$287,757	7,645	+43.3%	Shares	Sole	2025-01-15
2024-09-30	$216,293	5,334	+93.2%	Shares	Sole	2024-10-24
2021-09-30	$133,466	2,761	-3.1%	Shares	Sole	2021-10-19
2021-06-30	$126,283	2,850	+169.1%	Shares	Sole	2021-07-28
2021-03-31	$46,320	1,059	+0.1%	Shares	Sole	2021-04-26
2020-12-31	$44,668	1,058	+103.9%	Shares	Sole	2021-02-09
2020-09-30	$18,559	519	-49.0%	Shares	Sole	2020-11-10
2020-06-30	$36,943	1,018	-9.8%	Shares	Sole	2020-08-10
2020-03-31	$41,521	1,128	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.