Marion Wealth Management

Position in EXC — Exelon Corp

CIK 1911097 MONROEVILLE, PA

Position in EXC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$254,685

-$12,817 QoQ

Shares Held

5,463

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#868

of 1,279 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marion Wealth Management holds $3,768,105 across 4 Utilities - Regulated Electric names. EXC ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,397	$1,790,244
2	AEP	American Electric Power Co Inc	11,053	$1,512,160
3	EXC	Exelon Corp This page	5,463	$254,685
4	PEG	Public Service Enterprise Group Inc	2,600	$211,016

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,685	5,463	+0.1%	Shares	Sole	2026-07-16
2026-03-31	$267,502	5,457	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$237,609	5,451	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$245,079	5,445	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$236,161	5,439	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$250,352	5,433	+0.1%	Shares	Sole	2025-04-08
2024-12-31	$204,272	5,427	-2.8%	Shares	Sole	2025-01-13
2024-09-30	$226,309	5,581	+14.9%	Shares	Sole	2024-10-07
2023-03-31	$203,543	4,859	0.0%	Shares	Sole	2023-04-24
2022-12-31	$210,054	4,859	+13.5%	Shares	Sole	2023-01-19
2022-03-31	$203,951	4,282	0.0%	Shares	Sole	2022-04-08
2021-12-31	$247,328	4,282	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.