Global Financial Private Client, LLC

Position in EXC — Exelon Corp

CIK 2023568 Sarasota, FL

Position in EXC

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

Position Value

$997,714

-$25,823 QoQ

Shares Held

21,401

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#519

of 1,279 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Utilities · as of Jun 30, 2026

Global Financial Private Client, LLC holds $4,259,356 across 4 Utilities - Regulated Electric names. EXC ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	22,070	$2,534,960
2	EXC	Exelon Corp This page	21,401	$997,714
3	EIX	Edison International	6,613	$492,337
4	NEE	Nextera Energy Inc	2,670	$234,345

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,714	21,401	+2.5%	Shares	Other	2026-07-20
2026-03-31	$1,023,537	20,880	+5.7%	Shares	Other	2026-04-20
2025-12-31	$860,989	19,752	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$880,350	19,559	+11.0%	Shares	Other	2025-10-21
2025-06-30	$765,189	17,623	+38210.9%	Shares	Sole	2025-07-10
2025-03-31	$2,119	46	+253.8%	Shares	Sole	2025-04-08
2024-12-31	$489	13	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.