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Exelon Corporation shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exelon Corporation held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelon Corporation by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $273k 7.6k 35.90
2023-09-30 $288k 7.6k 37.79
2023-06-30 $270k 6.6k 40.74
2023-03-31 $313k 7.5k 41.89
2022-12-31 $287k 6.6k 43.23

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Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Exelon Corporation

Wellington Management Company
Vanguard Group
Massachusetts Financial Services
Legal & General Group
Deutsche Bank Aktiengesellschaft
Lazard Asset Management
Bank of New York Mellon
Neuberger Berman Group
Norges Bank Investment Management
Soroban Capital Partners
Ubs Global Asset Management Americas
Amundi
Franklin Resources
CalPERS
Charles Schwab Investment Management

View all funds holding Exelon Corporation