INVESTMENT ADVISORY SERVICES INC /TX /ADV

Position in EXC — Exelon Corp

CIK 925953 THE WOODLANDS, TX

Position in EXC

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

Position Value

$445,221

-$20,763 QoQ

Shares Held

9,550

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#692

of 1,276 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,348,119 across 6 Utilities - Regulated Electric names. EXC ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	4,769	$603,660
2	EXC	Exelon Corp This page	9,550	$445,221
3	AEP	American Electric Power Co Inc	2,873	$393,055
4	PNW	Pinnacle West Capital Corp	3,173	$339,511
5	PPL	PPL Corp	7,951	$289,018
6	SO	Southern Co	2,901	$277,654

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,221	9,550	+0.5%	Shares	Sole	2026-07-14
2026-03-31	$465,984	9,506	+0.2%	Shares	Sole	2026-04-17
2025-12-31	$413,669	9,490	0.0%	Shares	Sole	2026-01-22
2025-09-30	$427,144	9,490	-14.6%	Shares	Sole	2025-10-22
2025-06-30	$482,265	11,107	0.0%	Shares	Sole	2025-07-17
2025-03-31	$511,810	11,107	0.0%	Shares	Sole	2025-04-24
2024-12-31	$418,067	11,107	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$450,064	11,099	0.0%	Shares	Sole	2024-10-15
2024-06-30	$384,136	11,099	-0.1%	Shares	Sole	2024-07-17
2024-03-31	$417,365	11,109	-3.3%	Shares	Sole	2024-04-25
2023-12-31	$412,347	11,486	-13.4%	Shares	Sole	2024-01-11
2023-09-30	$501,170	13,262	0.0%	Shares	Sole	2023-10-19
2023-06-30	$540,293	13,262	0.0%	Shares	Sole	2023-08-14
2023-03-31	$555,545	13,262	0.0%	Shares	Sole	2023-04-24
2022-12-31	$573,316	13,262	+3.0%	Shares	Sole	2023-02-15
2022-09-30	$482,297	12,875	-13.6%	Shares	Sole	2022-10-27
2022-06-30	$675,177	14,898	0.0%	Shares	Sole	2022-08-15
2022-03-31	$709,591	14,898	0.0%	Shares	Sole	2022-05-04
2021-12-31	$860,508	14,898	0.0%	Shares	Sole	2022-02-02
2021-09-30	$720,169	14,898	0.0%	Shares	Sole	2021-10-27
2021-06-30	$660,131	14,898	-8.3%	Shares	Sole	2021-08-16
2020-12-31	$685,778	16,243	0.0%	Shares	Sole	2021-03-10
2020-09-30	$580,849	16,243	+0.8%	Shares	Sole	2021-03-10
2020-06-30	$584,669	16,111	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.