SageView Advisory Group, LLC

Position in EXC — Exelon Corp

CIK 1914558 NEWPORT BEACH, CA

Position in EXC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$567,272

+$797 QoQ

Shares Held

12,168

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#629

of 1,279 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. EXC ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	30,425	$2,077,723
2	NEE	Nextera Energy Inc	14,853	$1,303,647
3	DUK	Duke Energy CORP	5,562	$704,037
4	AEP	American Electric Power Co Inc	4,388	$600,322
5	EXC	Exelon Corp This page	12,168	$567,272
6	EIX	Edison International	6,461	$481,021
7	XEL	Xcel Energy Inc	5,852	$469,915
8	SO	Southern Co	4,814	$460,747

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$567,272	12,168	+5.3%	Shares	Sole	2026-08-10
2026-03-31	$566,475	11,556	-70.6%	Shares	Sole	2026-08-10
2025-12-31	$1,714,743	39,338	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$1,797,744	39,941	+257.2%	Shares	Sole	2025-11-13
2025-06-30	$485,522	11,182	-18.2%	Shares	Sole	2025-08-13
2025-03-31	$630,097	13,674	+10.5%	Shares	Sole	2025-05-19
2024-12-31	$465,795	12,375	+25.1%	Shares	Sole	2025-02-13
2024-09-30	$401,282	9,896	-10.8%	Shares	Sole	2024-11-14
2024-06-30	$383,894	11,092	+11.0%	Shares	Sole	2024-08-15
2024-03-31	$375,437	9,993	-1.7%	Shares	Sole	2024-05-09
2023-12-31	$364,959	10,166	+5.9%	Shares	Sole	2024-03-06
2023-09-30	$362,632	9,596	+2.3%	Shares	Sole	2023-11-03
2023-06-30	$382,059	9,378	+3.4%	Shares	Sole	2023-08-11
2023-03-31	$379,858	9,068	+3.4%	Shares	Sole	2023-05-02
2022-12-31	$379,083	8,769	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.