Newton One Investments LLC

Position in EXC — Exelon Corp

CIK 1842787 NEWARK, DE

Position in EXC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$213,426

-$10,987 QoQ

Shares Held

4,578

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.08%

of 13F equity value

Holder Rank

#930

of 1,279 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Newton One Investments LLC holds $285,229 across 4 Utilities - Regulated Electric names. EXC ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp This page	4,578	$213,426
2	PPL	PPL Corp	1,524	$55,397
3	D	Dominion Energy, Inc	155	$10,584
4	DUK	Duke Energy CORP	46	$5,822

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,426	4,578	0.0%	Shares	Sole	2026-07-22
2026-03-31	$224,413	4,578	0.0%	Shares	Sole	2026-04-24
2025-12-31	$199,555	4,578	0.0%	Shares	Sole	2026-01-23
2025-09-30	$206,055	4,578	0.0%	Shares	Sole	2025-10-10
2025-06-30	$198,776	4,578	0.0%	Shares	Sole	2025-07-16
2025-03-31	$210,954	4,578	0.0%	Shares	Sole	2025-04-21
2024-12-31	$172,315	4,578	0.0%	Shares	Sole	2025-01-27
2024-06-30	$158,444	4,578	0.0%	Shares	Sole	2024-07-17
2024-03-31	$171,995	4,578	0.0%	Shares	Sole	2024-04-16
2023-12-31	$164,350	4,578	0.0%	Shares	Sole	2024-01-23
2023-09-30	$173,002	4,578	0.0%	Shares	Sole	2023-10-23
2023-06-30	$186,507	4,578	0.0%	Shares	Sole	2023-07-20
2023-03-31	$191,772	4,578	0.0%	Shares	Sole	2023-04-19
2022-12-31	$197,906	4,578	0.0%	Shares	Sole	2023-01-23
2022-09-30	$171,491	4,578	0.0%	Shares	Sole	2022-10-19
2022-06-30	$207,474	4,578	0.0%	Shares	Sole	2022-07-11
2022-03-31	$218,050	4,578	0.0%	Shares	Sole	2022-04-28
2021-12-31	$264,425	4,578	+0.6%	Shares	Sole	2022-01-25
2021-09-30	$219,995	4,551	+0.6%	Shares	Sole	2021-10-19
2021-06-30	$200,458	4,524	+23.8%	Shares	Sole	2021-07-16
2021-03-31	$159,782	3,653	+0.9%	Shares	Sole	2021-04-23
2020-12-31	$152,836	3,620	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.