Smartleaf Asset Management LLC

Position in EXC — Exelon Corp

CIK 2010393 BOSTON, MA

Position in EXC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$779,393

-$40,123 QoQ

Shares Held

16,718

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#562

of 1,279 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $21,284,917 across 38 Utilities - Regulated Electric names. EXC ranks #9 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	38,791	$3,712,686
2	DUK	Duke Energy CORP	25,543	$3,233,232
3	NEE	Nextera Energy Inc	36,104	$3,168,848
4	AEP	American Electric Power Co Inc	8,577	$1,173,419
5	CMS	Cms Energy Corp	12,414	$949,671
6	NGG	National Grid PLC	11,345	$940,160
7	XEL	Xcel Energy Inc	11,236	$902,250
8	D	Dominion Energy, Inc	11,635	$794,554

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,393	16,718	0.0%	Shares	Sole	2026-08-12
2026-03-31	$819,516	16,718	+16.6%	Shares	Sole	2026-05-15
2025-12-31	$625,080	14,340	+4.7%	Shares	Sole	2026-02-13
2025-09-30	$616,186	13,690	+26.3%	Shares	Sole	2025-11-05
2025-06-30	$470,716	10,841	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$529,597	11,493	+19.0%	Shares	Sole	2025-05-14
2024-12-31	$363,640	9,661	+54.5%	Shares	Sole	2025-02-05
2024-09-30	$253,518	6,252	+49.6%	Shares	Sole	2024-11-13
2024-06-30	$144,600	4,178	+12.5%	Shares	Sole	2024-10-08
2024-03-31	$139,572	3,715	+182.9%	Shares	Sole	2024-10-07
2023-12-31	$47,136	1,313	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.