Pine Valley Investments Ltd Liability Co

Position in EXC — Exelon Corp

CIK 1975417 MARLTON, NJ

Position in EXC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$491,328

-$12,352 QoQ

Shares Held

10,539

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#669

of 1,277 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. EXC ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,346	$5,033,258
2	DUK	Duke Energy CORP	18,664	$2,362,489
3	SO	Southern Co	10,537	$1,008,496
4	PEG	Public Service Enterprise Group Inc	7,260	$589,221
5	EXC	Exelon Corp This page	10,539	$491,328
6	AEE	Ameren Corp	4,030	$455,551
7	D	Dominion Energy, Inc	5,757	$393,145
8	WEC	Wec Energy Group, Inc.	2,291	$267,520

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,328	10,539	+2.6%	Shares	Sole	2026-07-24
2026-03-31	$503,680	10,275	+1.1%	Shares	Sole	2026-06-08
2025-12-31	$443,223	10,168	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$458,246	10,181	+0.8%	Shares	Sole	2026-02-17
2025-06-30	$438,585	10,101	+69.1%	Shares	Sole	2026-02-17
2025-03-31	$275,328	5,975	-2.0%	Shares	Sole	2026-02-17
2024-12-31	$229,566	6,099	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$248,166	6,120	-1.2%	Shares	Sole	2024-11-25
2024-06-30	$214,374	6,194	-8.1%	Shares	Sole	2024-07-30
2024-03-31	$253,334	6,743	-11.1%	Shares	Sole	2024-05-08
2023-12-31	$272,157	7,581	-40.4%	Shares	Sole	2024-02-14
2023-09-30	$481,066	12,730	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.