KINGSWOOD WEALTH ADVISORS, LLC

Position in EXC — Exelon Corp

CIK 1987855 SAN DIEGO, CA

Position in EXC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$332,260

-$63,821 QoQ

Shares Held

7,127

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#778

of 1,279 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. EXC ranks #10 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,334	$9,947,325
2	SO	Southern Co	74,037	$7,086,081
3	DUK	Duke Energy CORP	27,047	$3,423,609
4	AEP	American Electric Power Co Inc	16,620	$2,273,782
5	ETR	Entergy Corp /De/	11,584	$1,330,538
6	D	Dominion Energy, Inc	13,752	$939,124
7	ED	Consolidated Edison Inc	5,172	$572,178
8	NGG	National Grid PLC	6,122	$507,330

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,260	7,127	-11.8%	Shares	Sole	2026-07-27
2026-03-31	$396,081	8,080	+1.8%	Shares	Sole	2026-04-28
2025-12-31	$346,061	7,939	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$357,109	7,934	+8.0%	Shares	Sole	2025-10-23
2025-06-30	$319,050	7,348	-50.8%	Shares	Sole	2025-07-23
2025-03-31	$688,665	14,945	+100.9%	Shares	Sole	2025-07-25
2024-12-31	$280,041	7,440	-62.7%	Shares	Sole	2025-01-22
2024-09-30	$809,742	19,969	+82.4%	Shares	Sole	2024-10-21
2024-06-30	$378,841	10,946	-13.1%	Shares	Sole	2024-07-09
2024-03-31	$472,968	12,589	-16.5%	Shares	Sole	2024-04-15
2023-09-30	$569,759	15,077	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.