Mowery & Schoenfeld Wealth Management, LLC

Position in EXC — Exelon Corp

CIK 2019946 LINCOLNSHIRE, IL

Position in EXC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$161,025

-$8,290 QoQ

Shares Held

3,454

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#970

of 1,276 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $937,706 across 11 Utilities - Regulated Electric names. EXC ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	2,133	$249,070
2	NEE	Nextera Energy Inc	2,304	$202,222
3	EXC	Exelon Corp This page	3,454	$161,025
4	EVRG	Evergy, Inc.	976	$84,355
5	LNT	Alliant Energy Corp	1,004	$76,595
6	DTE	Dte Energy Co	344	$52,415
7	ES	Eversource Energy	708	$51,167
8	EIX	Edison International	403	$30,003

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,025	3,454	0.0%	Shares	Sole	2026-08-06
2026-03-31	$169,315	3,454	-3.3%	Shares	Sole	2026-05-01
2025-12-31	$155,659	3,571	+347.5%	Shares	Sole	2026-01-28
2025-09-30	$35,917	798	0.0%	Shares	Sole	2025-10-27
2025-06-30	$34,649	798	0.0%	Shares	Sole	2025-07-28
2025-03-31	$36,771	798	-4.9%	Shares	Sole	2025-05-05
2024-12-31	$31,579	839	+63.5%	Shares	Sole	2025-02-10
2024-09-30	$20,802	513	0.0%	Shares	Sole	2024-10-23
2024-06-30	$17,754	513	0.0%	Shares	Sole	2024-08-14
2024-03-31	$19,273	513	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.