Caldwell Trust Co

Bank

Position in EXC — Exelon Corp

CIK 2080218 Venice, FL

Position in EXC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$689,976

-$48,363 QoQ

Shares Held

14,800

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#582

of 1,277 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. EXC ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	173,793	$15,253,811
2	DUK	Duke Energy CORP	32,348	$4,094,609
3	SO	Southern Co	31,311	$2,996,775
4	ED	Consolidated Edison Inc	24,035	$2,658,992
5	WEC	Wec Energy Group, Inc.	17,931	$2,093,802
6	D	Dominion Energy, Inc	11,706	$799,402
7	EXC	Exelon Corp This page	14,800	$689,976
8	PEG	Public Service Enterprise Group Inc	6,678	$541,986

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$689,976	14,800	-1.7%	Shares	Sole	2026-08-03
2026-03-31	$738,339	15,062	0.0%	Shares	Sole	2026-04-22
2025-12-31	$656,552	15,062	0.0%	Shares	Sole	2026-01-30
2025-09-30	$677,940	15,062	+3.6%	Shares	Sole	2025-10-23
2025-06-30	$631,239	14,538	0.0%	Shares	Sole	2025-09-22
2025-03-31	$669,911	14,538	-7.4%	Shares	Sole	2025-09-23
2024-12-31	$591,249	15,708	0.0%	Shares	Sole	2025-09-24
2024-09-30	$636,959	15,708	0.0%	Shares	Sole	2025-09-24
2024-06-30	$543,653	15,708	+11.3%	Shares	Sole	2025-09-24
2024-03-31	$530,338	14,116	+8.4%	Shares	Sole	2025-09-24
2023-12-31	$467,561	13,024	-12.7%	Shares	Sole	2025-10-01
2023-09-30	$563,977	14,924	0.0%	Shares	Sole	2025-10-01
2023-06-30	$608,003	14,924	0.0%	Shares	Sole	2025-10-01
2023-03-31	$625,166	14,924	-1.1%	Shares	Sole	2025-10-01
2022-12-31	$652,340	15,090	-2.2%	Shares	Sole	2025-10-01
2022-09-30	$577,783	15,424	-5.4%	Shares	Sole	2025-10-01
2022-06-30	$738,942	16,305	+324.5%	Shares	Sole	2025-10-02
2022-03-31	$182,946	3,841	+12.8%	Shares	Sole	2025-10-02
2021-12-31	$196,615	3,404	+26.2%	Shares	Sole	2025-10-02
2021-09-30	$130,421	2,698	-2.3%	Shares	Sole	2025-10-02
2021-06-30	$122,384	2,762	-20.4%	Shares	Sole	2025-10-02
2021-03-31	$151,690	3,468	+34.1%	Shares	Sole	2025-10-02
2020-12-31	$109,223	2,587	0.0%	Shares	Sole	2025-10-02
2020-09-30	$92,511	2,587	-11.3%	Shares	Sole	2025-10-02
2020-06-30	$105,785	2,915	-8.2%	Shares	Sole	2025-10-02
2020-03-31	$116,908	3,176	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.