RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in EXC — Exelon Corp

CIK 749044 WEST HARTFORD, CT

Position in EXC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,764

+$1,303 QoQ

Shares Held

240

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $25,139,557 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	217,406	$19,081,724
2	DUK	Duke Energy CORP	22,838	$2,890,834
3	ES	Eversource Energy	20,782	$1,501,915
4	SO	Southern Co	10,798	$1,033,476
5	WEC	Wec Energy Group, Inc.	5,409	$631,608

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,764	240	0.0%	Shares	Sole	2026-05-15
2025-12-31	$10,461	240	0.0%	Shares	Sole	2026-02-13
2025-09-30	$10,802	240	0.0%	Shares	Sole	2025-11-14
2025-06-30	$10,420	240	0.0%	Shares	Sole	2025-08-15
2025-03-31	$11,059	240	0.0%	Shares	Sole	2025-05-16
2024-12-31	$9,033	240	0.0%	Shares	Sole	2025-02-14
2024-09-30	$9,732	240	0.0%	Shares	Sole	2024-11-15
2024-06-30	$8,306	240	-50.0%	Shares	Sole	2024-08-14
2024-03-31	$18,033	480	0.0%	Shares	Sole	2024-05-15
2023-12-31	$17,232	480	0.0%	Shares	Sole	2024-02-14
2023-09-30	$18,139	480	0.0%	Shares	Sole	2023-11-16
2023-06-30	$19,555	480	-95.1%	Shares	Sole	2023-08-16
2023-03-31	$2,127	9,715	+775.2%	Shares	Sole	2023-05-11
2022-12-31	$47,985	1,110	0.0%	Shares	Sole	2023-02-08
2022-09-30	$41,580	1,110	0.0%	Shares	Sole	2022-11-15
2022-06-30	$50,305	1,110	0.0%	Shares	Sole	2022-08-10
2022-03-31	$52,869	1,110	0.0%	Shares	Sole	2022-05-20
2021-12-31	$64,113	1,110	0.0%	Shares	Sole	2022-02-04
2021-09-30	$53,657	1,110	0.0%	Shares	Sole	2021-11-12
2021-06-30	$49,184	1,110	0.0%	Shares	Sole	2021-08-10
2021-03-31	$48,551	1,110	0.0%	Shares	Sole	2021-05-13
2020-12-31	$46,864	1,110	0.0%	Shares	Sole	2021-02-16
2020-09-30	$39,693	1,110	0.0%	Shares	Sole	2020-11-12
2020-06-30	$40,281	1,110	0.0%	Shares	Sole	2020-08-11
2020-03-31	$40,859	1,110	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.