Farther Finance Advisors, LLC

Position in EXC — Exelon Corp

CIK 1992825 SAN FRANCISCO, CA

Position in EXC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,288,297

+$52,944 QoQ

Shares Held

27,634

+9.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#470

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

Farther Finance Advisors, LLC holds $71,621,448 across 41 Utilities - Regulated Electric names. EXC ranks #14 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	133,520	$12,779,199
2	NEE	Nextera Energy Inc	139,958	$12,284,113
3	DUK	Duke Energy CORP	76,905	$9,734,634
4	AEP	American Electric Power Co Inc	28,785	$3,938,075
5	D	Dominion Energy, Inc	50,751	$3,465,785
6	ETR	Entergy Corp /De/	25,742	$2,956,726
7	EIX	Edison International	26,859	$1,999,652
8	ED	Consolidated Edison Inc	17,977	$1,988,795

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,288,297	27,634	+9.7%	Shares	Sole	2026-07-17
2026-03-31	$1,235,353	25,201	+7.4%	Shares	Sole	2026-04-07
2025-12-31	$1,023,144	23,472	+57.6%	Shares	Sole	2026-01-23
2025-09-30	$670,288	14,892	+14.6%	Shares	Sole	2025-10-14
2025-06-30	$564,416	12,999	-7.0%	Shares	Sole	2025-07-11
2025-03-31	$643,829	13,972	+126.0%	Shares	Sole	2025-04-14
2024-12-31	$232,728	6,183	-14.7%	Shares	Sole	2025-02-10
2024-09-30	$293,825	7,246	+47.7%	Shares	Sole	2024-10-29
2024-06-30	$169,831	4,907	+4.3%	Shares	Sole	2024-07-31
2024-03-31	$176,691	4,703	+6.6%	Shares	Sole	2024-05-14
2023-12-31	$158,390	4,412	+41.5%	Shares	Sole	2024-02-15
2023-09-30	$117,867	3,119	+111.7%	Shares	Sole	2023-11-14
2023-06-30	$60,010	1,473	+2.9%	Shares	Sole	2024-05-14
2023-03-31	$59,986	1,432	+3.1%	Shares	Sole	2024-05-14
2022-12-31	$60,046	1,389	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.