Essex LLC

Position in EXC — Exelon Corp

CIK 1889147 DEER PARK, IL

Position in EXC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,908,109

-$218,770 QoQ

Shares Held

40,929

-5.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#407

of 1,279 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Essex LLC holds $5,908,743 across 4 Utilities - Regulated Electric names. EXC ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	21,821	$2,088,487
2	EXC	Exelon Corp This page	40,929	$1,908,109
3	ED	Consolidated Edison Inc	13,192	$1,459,430
4	NEE	Nextera Energy Inc	5,158	$452,717

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,908,109	40,929	-5.7%	Shares	Sole	2026-07-24
2026-03-31	$2,126,879	43,388	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$1,900,044	43,589	-0.4%	Shares	Sole	2026-01-20
2025-09-30	$1,969,187	43,750	-13.4%	Shares	Sole	2025-10-23
2025-06-30	$2,194,707	50,546	+68.6%	Shares	Sole	2025-07-28
2025-03-31	$1,381,708	29,985	0.0%	Shares	Sole	2025-04-25
2024-12-31	$1,128,635	29,985	-12.7%	Shares	Sole	2025-01-28
2024-09-30	$1,392,527	34,341	-0.8%	Shares	Sole	2024-10-18
2024-06-30	$1,197,713	34,606	-0.7%	Shares	Sole	2024-07-23
2024-03-31	$1,309,915	34,866	-5.6%	Shares	Sole	2024-05-03
2023-12-31	$1,325,428	36,920	-23.8%	Shares	Sole	2024-01-29
2023-09-30	$1,831,114	48,455	-12.0%	Shares	Sole	2023-10-16
2023-06-30	$2,243,470	55,068	-11.3%	Shares	Sole	2023-07-31
2023-03-31	$2,601,369	62,100	0.0%	Shares	Sole	2023-05-02
2022-12-31	$2,684,583	62,100	-1.7%	Shares	Sole	2023-01-31
2022-09-30	$2,365,673	63,152	+13.9%	Shares	Sole	2022-11-07
2022-06-30	$2,513,311	55,457	-1.1%	Shares	Sole	2022-08-01
2022-03-31	$2,671,423	56,087	-0.9%	Shares	Sole	2022-04-20
2021-12-31	$3,269,621	56,607	-2.6%	Shares	Sole	2022-01-28
2021-09-30	$2,810,099	58,132	—	Shares	Sole	2021-10-21
No filing history on record for this holder in this stock.