Cypress Point Wealth Management, LLC

Position in EXC — Exelon Corp

CIK 1825611 DALLAS, TX

Position in EXC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$212,260

New position

Shares Held

4,553

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#933

of 1,279 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cypress Point Wealth Management, LLC holds $843,584 across 3 Utilities - Regulated Electric names. EXC ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	5,389	$368,014
2	NEE	Nextera Energy Inc	3,000	$263,310
3	EXC	Exelon Corp This page	4,553	$212,260

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,260	4,553	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.