Affinity Capital Advisors, LLC

Position in EXC — Exelon Corp

CIK 1810023 BERKELEY, CA

Position in EXC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$247,598

+$42,781 QoQ

Shares Held

5,311

+6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#873

of 1,279 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Affinity Capital Advisors, LLC holds $1,977,616 across 6 Utilities - Regulated Electric names. EXC ranks #6 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	5,050	$558,681
2	AEP	American Electric Power Co Inc	2,521	$344,898
3	NEE	Nextera Energy Inc	3,714	$325,977
4	DUK	Duke Energy CORP	1,991	$252,020
5	ETR	Entergy Corp /De/	2,163	$248,442
6	EXC	Exelon Corp This page	5,311	$247,598

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,598	5,311	+49.8%	Shares	Sole	2026-07-08
2021-12-31	$204,817	3,546	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.