Concurrent Investment Advisors, LLC

Position in EXC — Exelon Corp

CIK 2001015 Tampa, FL

Position in EXC

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

Position Value

$782,609

-$60,583 QoQ

Shares Held

16,787

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#560

of 1,279 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. EXC ranks #20 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	308,514	$27,078,273
2	DUK	Duke Energy CORP	113,610	$14,380,753
3	SO	Southern Co	115,357	$11,040,817
4	ES	Eversource Energy	108,262	$7,824,093
5	AEP	American Electric Power Co Inc	52,617	$7,198,531
6	WEC	Wec Energy Group, Inc.	43,087	$5,031,268
7	AEE	Ameren Corp	40,028	$4,524,764
8	D	Dominion Energy, Inc	36,717	$2,507,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,609	16,787	-2.4%	Shares	Sole	2026-07-27
2026-03-31	$843,192	17,201	+30.5%	Shares	Sole	2026-04-21
2025-12-31	$574,646	13,183	+9.2%	Shares	Sole	2026-01-29
2025-09-30	$543,585	12,077	-1.4%	Shares	Sole	2025-10-27
2025-06-30	$531,721	12,246	+2.2%	Shares	Sole	2025-07-25
2025-03-31	$552,314	11,986	+11.6%	Shares	Sole	2025-04-29
2024-12-31	$404,366	10,743	+15.8%	Shares	Sole	2025-02-03
2024-09-30	$376,304	9,280	-5.0%	Shares	Sole	2024-10-30
2024-06-30	$337,966	9,765	+25.1%	Shares	Sole	2024-07-30
2024-03-31	$293,233	7,805	-1.3%	Shares	Sole	2024-05-07
2023-12-31	$283,969	7,910	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.