Marshall Financial Group, LLC

Position in EXC — Exelon Corp

CIK 1841496 Hunt Valley, MD

Position in EXC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$363,402

-$18,708 QoQ

Shares Held

7,795

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#746

of 1,279 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marshall Financial Group, LLC holds $8,894,311 across 6 Utilities - Regulated Electric names. EXC ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	30,873	$3,415,479
2	SO	Southern Co	34,327	$3,285,437
3	NEE	Nextera Energy Inc	7,434	$652,482
4	PNW	Pinnacle West Capital Corp	5,996	$641,572
5	DUK	Duke Energy CORP	4,234	$535,939
6	EXC	Exelon Corp This page	7,795	$363,402

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,402	7,795	0.0%	Shares	Sole	2026-07-20
2026-03-31	$382,110	7,795	0.0%	Shares	Sole	2026-04-13
2025-12-31	$339,784	7,795	0.0%	Shares	Sole	2026-01-09
2025-09-30	$350,852	7,795	0.0%	Shares	Sole	2025-10-08
2025-06-30	$338,458	7,795	0.0%	Shares	Sole	2025-07-10
2025-03-31	$359,193	7,795	-4.6%	Shares	Sole	2025-04-16
2024-12-31	$307,631	8,173	+1.2%	Shares	Sole	2025-01-21
2024-09-30	$327,603	8,079	-43.8%	Shares	Sole	2024-10-16
2024-06-30	$497,830	14,384	-18.6%	Shares	Sole	2024-07-19
2024-03-31	$663,974	17,673	-3.1%	Shares	Sole	2024-04-19
2023-12-31	$655,031	18,246	+1.5%	Shares	Sole	2024-01-10
2023-09-30	$679,237	17,974	0.0%	Shares	Sole	2023-10-19
2023-06-30	$732,260	17,974	0.0%	Shares	Sole	2023-07-17
2023-03-31	$752,930	17,974	-2.5%	Shares	Sole	2023-04-18
2022-12-31	$796,858	18,433	+62.8%	Shares	Sole	2023-02-01
2022-09-30	$424,122	11,322	0.0%	Shares	Sole	2022-10-12
2022-06-30	$513,113	11,322	0.0%	Shares	Sole	2022-07-25
2022-03-31	$539,266	11,322	0.0%	Shares	Sole	2022-05-10
2021-12-31	$653,958	11,322	0.0%	Shares	Sole	2022-01-27
2021-09-30	$547,305	11,322	0.0%	Shares	Sole	2021-10-28
2021-06-30	$501,678	11,322	0.0%	Shares	Sole	2021-07-14
2021-03-31	$495,224	11,322	-25.9%	Shares	Sole	2021-04-20
2020-12-31	$645,332	15,285	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.