CATALYST FINANCIAL PARTNERS LLC

Position in EXC — Exelon Corp

CIK 1927537 BOSTON, MA

Position in EXC

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

Position Value

$567,458

+$28,680 QoQ

Shares Held

12,172

+10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#627

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

CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. EXC ranks #6 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	10,209	$1,129,421
2	NEE	Nextera Energy Inc	12,052	$1,057,804
3	DUK	Duke Energy CORP	7,920	$1,002,513
4	D	Dominion Energy, Inc	9,978	$681,397
5	SO	Southern Co	6,300	$602,973
6	EXC	Exelon Corp This page	12,172	$567,458
7	AEP	American Electric Power Co Inc	2,497	$341,614
8	ES	Eversource Energy	3,810	$275,348

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$567,458	12,172	+10.7%	Shares	Sole	2026-07-30
2026-03-31	$538,778	10,991	-29.2%	Shares	Sole	2026-05-12
2025-12-31	$676,865	15,528	+54.5%	Shares	Sole	2026-02-04
2025-09-30	$452,395	10,051	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$432,159	9,953	+2.0%	Shares	Sole	2025-08-14
2025-03-31	$449,786	9,761	+2.4%	Shares	Sole	2025-05-02
2024-12-31	$358,746	9,531	-5.8%	Shares	Sole	2025-01-30
2024-09-30	$410,366	10,120	+4.2%	Shares	Sole	2024-10-28
2024-06-30	$336,063	9,710	+1.1%	Shares	Sole	2024-07-25
2024-03-31	$360,672	9,600	+0.5%	Shares	Sole	2024-04-23
2023-12-31	$342,916	9,552	-5.1%	Shares	Sole	2024-02-07
2023-09-30	$380,469	10,068	+9.5%	Shares	Sole	2023-10-26
2023-06-30	$374,563	9,194	-1.0%	Shares	Sole	2023-08-02
2023-03-31	$389,032	9,287	+3.8%	Shares	Sole	2023-04-11
2022-12-31	$386,735	8,946	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.