WEST PACES ADVISORS INC.

Position in EXC — Exelon Corp

CIK 2004720 ATLANTA, GA

Position in EXC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,258

-$43,473 QoQ

Shares Held

-97.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,255

of 1,279 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. EXC ranks #16 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	33,477	$3,204,083
2	NEE	Nextera Energy Inc	15,410	$1,352,535
3	WEC	Wec Energy Group, Inc.	4,569	$533,522
4	PPL	PPL Corp	13,276	$482,582
5	DUK	Duke Energy CORP	3,088	$390,879
6	PEG	Public Service Enterprise Group Inc	1,320	$107,131
7	AEP	American Electric Power Co Inc	371	$50,756
8	D	Dominion Energy, Inc	276	$18,848

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,258	27	-97.8%	Shares	Sole	2026-07-20
2023-12-31	$44,731	1,246	0.0%	Shares	Sole	2024-01-30
2023-09-30	$47,086	1,246	0.0%	Shares	Sole	2023-12-18
2023-06-30	$50,762	1,246	0.0%	Shares	Sole	2023-12-18
2023-03-31	$52,194	1,246	0.0%	Shares	Sole	2023-12-18
2022-12-31	$53,864	1,246	0.0%	Shares	Sole	2023-12-18
2022-09-30	$46,675	1,246	0.0%	Shares	Sole	2023-12-19
2022-06-30	$56,468	1,246	+39.7%	Shares	Sole	2023-12-19
2022-03-31	$42,485	892	0.0%	Shares	Sole	2023-12-19
2021-12-31	$51,521	892	0.0%	Shares	Sole	2023-12-20
2021-09-30	$43,119	892	+869.6%	Shares	Sole	2023-12-20
2021-06-30	$4,076	92	0.0%	Shares	Sole	2023-12-20
2021-03-31	$4,024	92	0.0%	Shares	Sole	2023-12-20
2020-12-31	$3,884	92	0.0%	Shares	Sole	2023-12-20
2020-09-30	$3,289	92	0.0%	Shares	Sole	2023-12-20
2020-06-30	$3,338	92	0.0%	Shares	Sole	2023-12-20
2020-03-31	$3,386	92	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.