United Financial Planning Group LLC

Position in EXC — Exelon Corp

CIK 2088337 HAUPPAUGE, NY

Position in EXC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$137,762

+$133,841 QoQ

Shares Held

2,955

+3593.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#985

of 1,279 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

United Financial Planning Group LLC holds $1,060,956 across 5 Utilities - Regulated Electric names. EXC ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	8,152	$901,855
2	EXC	Exelon Corp This page	2,955	$137,762
3	NEE	Nextera Energy Inc	153	$13,428
4	AEP	American Electric Power Co Inc	36	$4,925
5	ETR	Entergy Corp /De/	26	$2,986

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,762	2,955	+3593.8%	Shares	Sole	2026-08-06
2026-03-31	$3,921	80	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.