Bleakley Financial Group, LLC

Position in EXC — Exelon Corp

CIK 1936953 PARSIPPANY, NJ

Position in EXC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$949,229

+$33,634 QoQ

Shares Held

20,361

+9.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#526

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

Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. EXC ranks #23 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	66,546	$5,400,873
2	NEE	Nextera Energy Inc	53,621	$4,706,315
3	DUK	Duke Energy CORP	32,329	$4,092,204
4	AEP	American Electric Power Co Inc	28,496	$3,898,537
5	SO	Southern Co	35,377	$3,385,932
6	PCG	PG&E Corp	188,624	$3,172,655
7	ED	Consolidated Edison Inc	26,487	$2,930,256
8	D	Dominion Energy, Inc	41,434	$2,829,527

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,229	20,361	+9.0%	Shares	Sole	2026-08-05
2026-03-31	$915,595	18,678	-4.7%	Shares	Sole	2026-05-04
2025-12-31	$854,669	19,607	+19.9%	Shares	Sole	2026-02-09
2025-09-30	$735,958	16,351	+17.7%	Shares	Sole	2025-11-10
2025-06-30	$603,364	13,896	+15.5%	Shares	Sole	2025-07-30
2025-03-31	$554,204	12,027	+26.0%	Shares	Sole	2025-05-01
2024-12-31	$359,349	9,547	-10.2%	Shares	Sole	2025-01-27
2024-09-30	$431,208	10,634	+3.5%	Shares	Sole	2024-10-16
2024-06-30	$355,513	10,272	-4.3%	Shares	Sole	2024-08-12
2024-03-31	$403,313	10,735	+2.4%	Shares	Sole	2024-05-08
2023-12-31	$376,447	10,486	-11.3%	Shares	Sole	2024-01-25
2023-09-30	$446,904	11,826	-16.6%	Shares	Sole	2023-11-14
2023-06-30	$577,367	14,172	+5.3%	Shares	Sole	2023-08-14
2023-03-31	$563,797	13,459	+17.7%	Shares	Sole	2023-05-12
2022-12-31	$494,378	11,436	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.