PFG Investments, LLC

Position in EXC — Exelon Corp

CIK 1973224 WOODBURY, NY

Position in EXC

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

Position Value

$672,213

-$25,929 QoQ

Shares Held

14,419

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#589

of 1,279 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. EXC ranks #14 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	65,590	$7,256,221
2	NEE	Nextera Energy Inc	48,611	$4,266,587
3	AEP	American Electric Power Co Inc	29,325	$4,011,953
4	DUK	Duke Energy CORP	31,072	$3,933,093
5	D	Dominion Energy, Inc	37,499	$2,560,806
6	PEG	Public Service Enterprise Group Inc	30,462	$2,472,295
7	SO	Southern Co	23,961	$2,293,307
8	ES	Eversource Energy	18,470	$1,334,826

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,213	14,419	+1.2%	Shares	Sole	2026-07-23
2026-03-31	$698,142	14,242	+1.6%	Shares	Sole	2026-04-27
2025-12-31	$611,306	14,024	+8.7%	Shares	Sole	2026-01-26
2025-09-30	$580,538	12,898	-5.1%	Shares	Sole	2025-10-31
2025-06-30	$589,947	13,587	-0.7%	Shares	Sole	2025-07-18
2025-03-31	$630,512	13,683	+4.0%	Shares	Sole	2025-04-22
2024-12-31	$495,003	13,151	+2.4%	Shares	Sole	2025-01-22
2024-09-30	$520,905	12,846	+1.2%	Shares	Sole	2024-10-24
2024-06-30	$439,443	12,697	+1.8%	Shares	Sole	2024-08-07
2024-03-31	$468,723	12,476	+87.4%	Shares	Sole	2024-04-22
2023-06-30	$271,287	6,659	-0.5%	Shares	Sole	2023-08-03
2023-03-31	$280,453	6,695	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.