Embree Financial Group

Position in EXC — Exelon Corp

CIK 2020860 Chicago, IL

Position in EXC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$227,831

+$5,477 QoQ

Shares Held

4,887

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#908

of 1,279 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Embree Financial Group holds $1,200,953 across 4 Utilities - Regulated Electric names. EXC ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,889	$516,877
2	ED	Consolidated Edison Inc	2,200	$243,386
3	EXC	Exelon Corp This page	4,887	$227,831
4	SO	Southern Co	2,224	$212,859

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,831	4,887	+7.7%	Shares	Sole	2026-07-15
2026-03-31	$222,354	4,536	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.