STEPHENS INC /AR/

Position in EXC — Exelon Corp

CIK 757657 LITTLE ROCK, AR

Position in EXC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$352,866

-$15,568 QoQ

Shares Held

7,569

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#757

of 1,279 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. EXC ranks #17 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	345,986	$43,794,907
2	NEE	Nextera Energy Inc	202,587	$17,781,060
3	AEP	American Electric Power Co Inc	116,856	$15,987,069
4	SO	Southern Co	118,573	$11,348,621
5	ED	Consolidated Edison Inc	72,152	$7,982,175
6	ETR	Entergy Corp /De/	60,462	$6,944,665
7	D	Dominion Energy, Inc	100,227	$6,844,501
8	ES	Eversource Energy	77,914	$5,630,844

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,866	7,569	+0.7%	Shares	Defined	2026-07-29
2026-03-31	$368,434	7,516	-2.4%	Shares	Defined	2026-04-28
2025-12-31	$335,512	7,697	-2.6%	Shares	Defined	2026-02-05
2025-09-30	$355,714	7,903	-0.4%	Shares	Defined	2025-10-27
2025-06-30	$344,450	7,933	-3.7%	Shares	Defined	2025-07-29
2025-03-31	$379,607	8,238	-41.8%	Shares	Defined	2025-05-01
2024-12-31	$532,756	14,154	+12.8%	Shares	Defined	2025-01-28
2024-09-30	$508,659	12,544	-0.8%	Shares	Defined	2024-10-28
2024-06-30	$437,851	12,651	+6.7%	Shares	Defined	2024-08-06
2024-03-31	$445,317	11,853	+2.9%	Shares	Defined	2024-05-15
2023-12-31	$413,424	11,516	-13.7%	Shares	Defined	2024-02-13
2023-09-30	$504,534	13,351	-2.8%	Shares	Defined	2023-11-14
2023-06-30	$559,726	13,739	+3.6%	Shares	Defined	2023-08-14
2023-03-31	$555,461	13,260	+9.3%	Shares	Defined	2023-05-15
2022-12-31	$524,250	12,127	+1.5%	Shares	Defined	2023-02-14
2022-09-30	$447,422	11,944	-1.0%	Shares	Defined	2022-11-02
2022-06-30	$546,831	12,066	+19.6%	Shares	Defined	2022-08-03
2022-03-31	$480,443	10,087	-51.1%	Shares	Defined	2022-05-04
2021-12-31	$1,190,838	20,617	-61.4%	Shares	Defined	2022-03-07
2021-09-30	$2,581,161	53,396	-13.7%	Shares	Defined	2021-10-27
2021-06-30	$2,740,843	61,856	+0.4%	Shares	Defined	2021-08-12
2021-03-31	$2,694,341	61,599	+16.2%	Shares	Defined	2021-05-14
2020-12-31	$2,237,616	52,999	-1.3%	Shares	Defined	2021-02-10
2020-09-30	$1,920,203	53,697	+0.4%	Shares	Defined	2020-11-13
2020-06-30	$1,940,938	53,484	+8.1%	Shares	Defined	2020-08-24
2020-03-31	$1,821,362	49,480	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.