TriaGen Wealth Management LLC

Position in EXC — Exelon Corp

CIK 1843848 Calabasas, CA

Position in EXC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$693,633

+$91,089 QoQ

Shares Held

14,150

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TriaGen Wealth Management LLC holds $5,832,016 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	29,364	$2,357,929
2	NEE	Nextera Energy Inc	26,493	$2,325,290
3	ED	Consolidated Edison Inc	5,832	$645,194
4	PNW	Pinnacle West Capital Corp	2,477	$265,039
5	ETR	Entergy Corp /De/	2,077	$238,564

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$693,633	14,150	+2.4%	Shares	Sole	2026-04-29
2025-12-31	$602,544	13,823	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$623,838	13,860	-1.4%	Shares	Sole	2025-10-22
2025-06-30	$610,051	14,050	+0.7%	Shares	Sole	2025-07-23
2025-03-31	$642,769	13,949	-6.5%	Shares	Sole	2025-05-13
2022-03-31	$710,591	14,919	+115.1%	Shares	Sole	2022-04-29
2021-12-31	$400,681	6,937	0.0%	Shares	Sole	2022-02-09
2021-09-30	$335,334	6,937	0.0%	Shares	Sole	2021-11-10
2021-06-30	$307,378	6,937	-35.0%	Shares	Sole	2021-08-02
2021-03-31	$466,487	10,665	0.0%	Shares	Sole	2021-04-26
2020-12-31	$450,275	10,665	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.