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FORM Wealth Advisors, LLC

Position in EXC — Exelon Corp

CIK 2053294 Lake Geneva, WI

Position in EXC

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$207,552
-$10,636 QoQ
Shares Held
4,452
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#942
of 1,277 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EXC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

FORM Wealth Advisors, LLC holds $1,245,432 across 3 Utilities - Regulated Electric names. EXC ranks #3 (16.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EXC
Exelon Corp
This page
4,452 $207,552

All Filings in EXC

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $207,552 4,452
2026-03-31 $218,188 4,451
2025-03-31 $205,009 4,449