Cape Investment Advisory, Inc.

Position in EXC — Exelon Corp

CIK 1944437 MCDONOUGH, GA

Position in EXC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$179,905

+$146,342 QoQ

Shares Held

3,859

+401.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#964

of 1,279 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $6,370,298 across 23 Utilities - Regulated Electric names. EXC ranks #9 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	25,514	$2,441,943
2	DUK	Duke Energy CORP	8,559	$1,083,397
3	NGG	National Grid PLC	8,296	$687,489
4	NEE	Nextera Energy Inc	4,691	$411,728
5	AEP	American Electric Power Co Inc	1,868	$255,560
6	WEC	Wec Energy Group, Inc.	1,914	$223,496
7	ETR	Entergy Corp /De/	1,687	$193,768
8	EIX	Edison International	2,430	$180,912

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,905	3,859	+401.2%	Shares	Defined	2026-07-23
2025-12-31	$33,563	770	+511.1%	Shares	Defined	2026-02-17
2025-09-30	$5,670	126	-71.6%	Shares	Defined	2025-12-29
2025-06-30	$19,278	444	0.0%	Shares	Sole	2025-08-19
2025-03-31	$20,459	444	-71.7%	Shares	Sole	2025-05-16
2024-12-31	$59,057	1,569	-21.6%	Shares	Sole	2025-02-05
2024-09-30	$81,100	2,000	0.0%	Shares	Sole	2024-11-14
2024-06-30	$69,220	2,000	0.0%	Shares	Sole	2024-08-15
2024-03-31	$75,140	2,000	-43.0%	Shares	Defined	2024-06-21
2023-12-31	$125,973	3,509	+42.9%	Shares	Sole	2024-02-12
2023-09-30	$92,774	2,455	+58.9%	Shares	Defined	2023-11-07
2023-06-30	$62,943	1,545	-37.1%	Shares	Sole	2023-10-12
2023-03-31	$102,839	2,455	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.