Exelon Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Exelon Corporation
Tip: Access up to 7 years of quarterly data
All positions including Exelon Corporation held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Exelon Corporation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $738k | 15k | 49.02 |
| 2025-12-31 | $657k | 15k | 43.59 |
| 2025-09-30 | $678k | 15k | 45.01 |
| 2021-12-31 | $197k | 3.4k | 57.76 |
| 2021-09-30 | $130k | 2.7k | 48.34 |
| 2021-06-30 | $122k | 2.8k | 44.31 |
| 2021-03-31 | $152k | 3.5k | 43.74 |
| 2020-12-31 | $109k | 2.6k | 42.22 |
| 2020-09-30 | $93k | 2.6k | 35.76 |
| 2020-06-30 | $106k | 2.9k | 36.29 |
| 2020-03-31 | $117k | 3.2k | 36.81 |
| 2019-12-31 | $145k | 3.2k | 45.59 |