Ulland Investment Advisors, LLC

Position in EXC — Exelon Corp

CIK 1911497 MINNEAPOLIS, MN

Position in EXC

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

Position Value

$9,324

-$480 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,184

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

Ulland Investment Advisors, LLC holds $127,633 across 5 Utilities - Regulated Electric names. EXC ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	400	$45,944
2	NEE	Nextera Energy Inc	444	$38,969
3	CNP	Centerpoint Energy Inc	603	$26,556
4	EXC	Exelon Corp This page	200	$9,324
5	AEP	American Electric Power Co Inc	50	$6,840

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,324	200	0.0%	Shares	Sole	2026-07-16
2026-03-31	$9,804	200	0.0%	Shares	Sole	2026-04-27
2025-12-31	$8,718	200	0.0%	Shares	Sole	2026-01-08
2025-09-30	$9,002	200	0.0%	Shares	Sole	2025-11-13
2025-06-30	$8,684	200	0.0%	Shares	Sole	2025-07-24
2025-03-31	$9,216	200	0.0%	Shares	Sole	2025-04-15
2024-12-31	$7,528	200	0.0%	Shares	Sole	2025-01-16
2024-09-30	$8,110	200	0.0%	Shares	Sole	2024-10-15
2024-06-30	$6,922	200	0.0%	Shares	Sole	2024-07-16
2024-03-31	$7,514	200	0.0%	Shares	Sole	2024-04-25
2023-12-31	$7,180	200	0.0%	Shares	Sole	2024-01-16
2023-09-30	$7,558	200	0.0%	Shares	Sole	2023-10-23
2023-06-30	$8,148	200	0.0%	Shares	Sole	2023-07-20
2023-03-31	$8,378	200	0.0%	Shares	Sole	2023-04-17
2022-12-31	$8,646	200	0.0%	Shares	Sole	2023-01-31
2022-09-30	$7,492	200	0.0%	Shares	Sole	2022-10-12
2022-06-30	$9,064	200	0.0%	Shares	Sole	2022-07-25
2022-03-31	$9,526	200	0.0%	Shares	Sole	2022-05-09
2021-12-31	$11,552	200	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.