Beacon Financial Strategies CORP

Position in EXC — Exelon Corp

CIK 2084239 RALEIGH, NC

Position in EXC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$28,065

-$1,445 QoQ

Shares Held

602

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,093

of 1,276 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $409,307 across 6 Utilities - Regulated Electric names. EXC ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,402	$177,465
2	SO	Southern Co	1,016	$97,241
3	AEP	American Electric Power Co Inc	275	$37,622
4	XEL	Xcel Energy Inc	450	$36,135
5	D	Dominion Energy, Inc	480	$32,779
6	EXC	Exelon Corp This page	602	$28,065

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,065	602	0.0%	Shares	Sole	2026-07-08
2026-03-31	$29,510	602	0.0%	Shares	Sole	2026-04-08
2025-12-31	$26,241	602	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.