Savvy Advisors, Inc.

Position in EXC — Exelon Corp

CIK 2003633 NEW YORK, NY

Position in EXC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$892,539

+$40,817 QoQ

Shares Held

19,145

+10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#536

of 1,277 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Savvy Advisors, Inc. holds $21,331,747 across 21 Utilities - Regulated Electric names. EXC ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	45,549	$3,997,835
2	AEP	American Electric Power Co Inc	15,606	$2,135,056
3	XEL	Xcel Energy Inc	26,580	$2,134,374
4	DUK	Duke Energy CORP	16,732	$2,117,936
5	SO	Southern Co	17,514	$1,676,264
6	D	Dominion Energy, Inc	16,426	$1,121,731
7	OGE	Oge Energy Corp.	21,573	$1,049,742
8	EXC	Exelon Corp This page	19,145	$892,539

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$892,539	19,145	+10.2%	Shares	Sole	2026-08-03
2026-03-31	$851,722	17,375	-7.5%	Shares	Sole	2026-05-11
2025-12-31	$818,794	18,784	+19.9%	Shares	Sole	2026-01-20
2025-09-30	$705,396	15,672	-4.0%	Shares	Sole	2025-11-06
2025-06-30	$709,178	16,333	-1.3%	Shares	Sole	2025-08-04
2025-03-31	$762,900	16,556	+5.7%	Shares	Sole	2025-05-12
2024-12-31	$589,630	15,665	+70.6%	Shares	Sole	2025-02-13
2024-09-30	$372,249	9,180	+8.4%	Shares	Sole	2024-11-05
2024-06-30	$292,973	8,465	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$321,486	8,557	+5.6%	Shares	Sole	2024-05-13
2023-12-31	$290,897	8,103	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.