FRG Family Wealth Advisors LLC

Position in EXC — Exelon Corp

CIK 1893327 BELLEVUE, WA

Position in EXC

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,072,557

+$79,839 QoQ

Shares Held

21,880

-3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Utilities · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $2,902,217 across 4 Utilities - Regulated Electric names. EXC ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	13,934	$1,127,957
2	EXC	Exelon Corp This page	21,880	$1,072,557
3	ETR	Entergy Corp /De/	3,390	$380,900
4	DUK	Duke Energy CORP	2,450	$320,803

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,072,557	21,880	-3.9%	Shares	Sole	2026-04-24
2025-12-31	$992,718	22,774	0.0%	Shares	Sole	2026-01-21
2025-09-30	$1,025,057	22,774	0.0%	Shares	Sole	2025-11-13
2025-06-30	$988,847	22,774	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,049,425	22,774	-5.0%	Shares	Sole	2025-05-15
2024-12-31	$902,381	23,974	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$991,609	24,454	0.0%	Shares	Sole	2024-11-18
2024-06-30	$846,352	24,454	-3.6%	Shares	Sole	2024-08-07
2024-03-31	$953,489	25,379	-4.5%	Shares	Sole	2024-05-15
2023-12-31	$954,006	26,574	-21.7%	Shares	Sole	2024-01-09
2023-09-30	$1,281,987	33,924	-9.9%	Shares	Sole	2023-10-11
2023-06-30	$1,534,635	37,669	-4.3%	Shares	Sole	2023-07-13
2023-03-31	$1,649,167	39,369	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,701,921	39,369	0.0%	Shares	Sole	2023-01-25
2022-09-30	$1,474,762	39,369	+0.1%	Shares	Sole	2022-10-12
2022-06-30	$1,783,296	39,349	0.0%	Shares	Sole	2022-07-11
2022-03-31	$1,874,192	39,349	0.0%	Shares	Sole	2022-05-06
2021-12-31	$2,272,798	39,349	-2.8%	Shares	Sole	2022-02-09
2021-09-30	$1,956,657	40,477	-3.1%	Shares	Sole	2022-03-02
2021-06-30	$1,851,141	41,777	+0.8%	Shares	Sole	2022-03-02
2021-03-31	$1,812,892	41,447	+3.9%	Shares	Sole	2022-03-02
2020-12-31	$1,684,450	39,897	+1.8%	Shares	Sole	2022-03-02
2020-09-30	$1,401,683	39,197	+12.9%	Shares	Sole	2022-03-02
2020-06-30	$1,260,245	34,727	+9.9%	Shares	Sole	2022-03-02
2020-03-31	$1,163,087	31,597	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.