ROTHSCHILD INVESTMENT LLC

Position in EXC — Exelon Corp

CIK 85338 CHICAGO, IL

Position in EXC

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

Position Value

$1,851,420

-$87,321 QoQ

Shares Held

39,713

+0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#411

of 1,279 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. EXC ranks #13 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc.	26,427	$3,085,880
8	ES	Eversource Energy	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,851,420	39,713	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$1,938,741	39,550	+4.4%	Shares	Sole	2026-05-07
2025-12-31	$1,651,799	37,894	-3.9%	Shares	Sole	2026-02-10
2025-09-30	$1,775,239	39,441	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$1,714,916	39,496	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$1,821,219	39,523	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$1,489,603	39,575	-0.1%	Shares	Sole	2025-02-04
2024-09-30	$1,605,577	39,595	-1.9%	Shares	Sole	2024-10-18
2024-06-30	$1,396,651	40,354	-1.5%	Shares	Sole	2024-07-31
2024-03-31	$1,538,754	40,957	+1.4%	Shares	Sole	2024-07-31
2023-12-31	$1,450,539	40,405	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.