COFG Advisors, LLC

Position in EXC — Exelon Corp

CIK 2104330 OAK BROOK, IL

Position in EXC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$757,248

-$29,915 QoQ

Shares Held

16,243

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#567

of 1,279 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COFG Advisors, LLC holds $2,224,269 across 5 Utilities - Regulated Electric names. EXC ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp This page	16,243	$757,248
2	ED	Consolidated Edison Inc	5,405	$597,955
3	NEE	Nextera Energy Inc	3,698	$324,573
4	DUK	Duke Energy CORP	2,404	$304,298
5	WEC	Wec Energy Group, Inc.	2,057	$240,195

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,248	16,243	+1.2%	Shares	Sole	2026-08-14
2026-03-31	$787,163	16,058	+0.5%	Shares	Sole	2026-05-11
2025-12-31	$696,698	15,983	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.