Stiles Financial Services Inc

Position in EXC — Exelon Corp

CIK 1904832 EDINA, MN

Position in EXC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$257,668

-$12,677 QoQ

Shares Held

5,527

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#861

of 1,277 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. EXC ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	46,310	$3,718,693
2	DUK	Duke Energy CORP	26,501	$3,354,496
3	NEE	Nextera Energy Inc	30,557	$2,681,987
4	SO	Southern Co	15,717	$1,504,274
5	AEP	American Electric Power Co Inc	3,299	$451,336
6	CMS	Cms Energy Corp	3,396	$259,794
7	EXC	Exelon Corp This page	5,527	$257,668
8	DTE	Dte Energy Co	1,413	$215,298

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,668	5,527	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$270,345	5,515	+0.2%	Shares	Sole	2026-04-30
2025-12-31	$239,919	5,504	+0.9%	Shares	Sole	2026-02-03
2025-09-30	$245,484	5,454	+0.9%	Shares	Sole	2025-10-30
2025-06-30	$234,641	5,404	+0.9%	Shares	Sole	2025-07-24
2025-03-31	$246,758	5,355	+2.0%	Shares	Sole	2025-04-22
2024-09-30	$212,968	5,252	+5.0%	Shares	Sole	2024-10-31
2023-06-30	$203,781	5,002	+10.6%	Shares	Sole	2023-07-21
2022-06-30	$204,982	4,523	+0.7%	Shares	Sole	2022-07-26
2022-03-31	$213,953	4,492	+0.8%	Shares	Sole	2022-05-06
2021-12-31	$257,494	4,458	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.