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Exelon Corporation shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Exelon Corporation

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

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Quarterly reported holdings in Exelon Corporation by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $973 24 40.54
2024-06-30 $831 24 34.63
2024-03-31 $901 24 37.58
2022-12-31 $12k 281 43.23
2021-12-31 $2.0k 28 71.43

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Ishares Tr Russell 3000 Etf (IWV)
Paylocity Holding Corporation (PCTY)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Exelon Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Lazard Asset Management
T. Rowe Price Associates
Massachusetts Financial Services
Morgan Stanley
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Ing Investment Management
Invesco
Northern Trust
Pictet Asset Management Holding SA

View all funds holding Exelon Corporation