Riverwater Partners LLC

Position in EXC — Exelon Corp

CIK 1882572 Milwaukee, WI

Position in EXC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$343,216

-$21,345 QoQ

Shares Held

7,362

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#769

of 1,279 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Riverwater Partners LLC holds $4,349,145 across 4 Utilities - Regulated Electric names. EXC ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	28,099	$3,006,593
2	NEE	Nextera Energy Inc	8,510	$746,922
3	EXC	Exelon Corp This page	7,362	$343,216
4	AEP	American Electric Power Co Inc	1,845	$252,414

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,216	7,362	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$364,561	7,437	+0.1%	Shares	Sole	2026-05-08
2025-12-31	$323,960	7,432	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$338,925	7,530	-3.3%	Shares	Sole	2025-10-31
2025-06-30	$337,937	7,783	-0.5%	Shares	Sole	2025-08-01
2025-03-31	$360,345	7,820	+1.2%	Shares	Sole	2025-04-21
2024-12-31	$290,957	7,730	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$323,872	7,987	-1.7%	Shares	Sole	2024-10-22
2024-06-30	$281,240	8,126	-2.0%	Shares	Sole	2024-07-19
2024-03-31	$311,680	8,296	-1.0%	Shares	Sole	2024-04-19
2023-12-31	$300,949	8,383	-7.2%	Shares	Sole	2024-01-05
2023-09-30	$341,205	9,029	-2.7%	Shares	Sole	2023-10-18
2023-06-30	$377,944	9,277	+0.1%	Shares	Sole	2023-07-18
2023-03-31	$388,278	9,269	-5.7%	Shares	Sole	2023-04-12
2022-12-31	$424,777	9,826	-1.2%	Shares	Sole	2023-01-12
2022-09-30	$372,502	9,944	0.0%	Shares	Sole	2022-11-08
2022-06-30	$450,662	9,944	-1.1%	Shares	Sole	2022-08-05
2022-03-31	$478,729	10,051	+2.5%	Shares	Sole	2022-05-02
2021-12-31	$566,163	9,802	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.