Exelon Corporation shares owned by Avantra Family Wealth
Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Avantra Family Wealth
from 13F filings
Historical chart of Avantra Family Wealth investment in Exelon Corporation
Tip: Access up to 7 years of quarterly data
All positions including Exelon Corporation held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Exelon Corporation by Avantra Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 10k | 45.01 |
| 2025-06-30 | $440k | 10k | 43.42 |
| 2025-03-31 | $467k | 10k | 46.08 |
| 2024-12-31 | $340k | 9.0k | 37.64 |