Carrera Capital Advisors

Position in EXC — Exelon Corp

CIK 2035329 TROY, MI

Position in EXC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$255,394

+$22,057 QoQ

Shares Held

5,210

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Carrera Capital Advisors holds $11,588,382 across 6 Utilities - Regulated Electric names. EXC ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	82,799	$7,690,371
2	POR	Portland General Electric Co /Or/	49,041	$2,587,893
3	DTE	Dte Energy Co	3,960	$579,031
4	CMS	Cms Energy Corp	4,293	$333,050
5	EXC	Exelon Corp This page	5,210	$255,394
6	ENIC	Enel Chile S.A.	36,204	$142,643

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$255,394	5,210	-2.7%	Shares	Sole	2026-05-04
2025-12-31	$233,337	5,353	+19.5%	Shares	Sole	2026-01-30
2025-09-30	$201,644	4,480	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.