PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in EXC — Exelon Corp
CIK 2145782
WALTHAM, MA
Position in EXC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$54,825
-$2,822 QoQ
Shares Held
1,176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,045
of 1,279 holders
Holding Since
Dec 2024
7 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $879,149 across 6 Utilities - Regulated Electric names. EXC ranks #3 (6.2% of the industry book) .
All Filings in EXC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,825 | 1,176 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $57,647 | 1,176 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $51,261 | 1,176 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $67,424 | 1,498 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $72,902 | 1,679 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $77,368 | 1,679 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $25,519 | 678 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||