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Exelon Corporation shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Exelon Corporation

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All positions including Exelon Corporation held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelon Corporation by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 49k 45.01
2025-06-30 $2.2M 50k 43.42
2025-03-31 $2.4M 52k 46.08
2024-12-31 $1.9M 50k 37.64
2024-09-30 $2.0M 50k 40.55
2024-06-30 $1.7M 49k 34.61
2024-03-31 $1.9M 50k 37.57
2023-12-31 $1.8M 50k 35.90
2023-09-30 $1.8M 48k 37.79
2023-06-30 $2.0M 48k 40.74
2023-03-31 $2.0M 49k 41.89
2022-12-31 $2.1M 48k 43.23
2022-09-30 $1.8M 48k 37.47
2022-06-30 $2.2M 48k 45.31
2022-03-31 $2.3M 48k 47.63
2021-12-31 $2.8M 48k 57.76
2021-09-30 $2.3M 48k 48.33
2021-06-30 $2.1M 48k 44.31
2021-03-31 $2.1M 49k 43.75
2020-12-31 $2.0M 49k 42.22
2020-09-30 $1.7M 48k 35.77
2020-06-30 $1.8M 48k 36.29
2019-12-31 $2.2M 48k 45.59
2019-09-30 $2.3M 48k 48.31
2019-06-30 $2.3M 48k 47.95
2019-03-31 $2.4M 48k 50.12
2018-12-31 $2.2M 49k 45.11
2018-09-30 $2.1M 49k 43.65
2018-06-30 $2.1M 49k 42.60
2018-03-31 $1.9M 48k 39.01
2017-12-31 $1.9M 49k 39.42
2017-09-30 $1.8M 49k 37.67
2017-06-30 $1.8M 49k 36.07
2017-03-31 $1.7M 49k 35.99
2016-12-31 $1.7M 48k 35.48
2016-09-30 $1.6M 49k 33.29
2016-06-30 $1.8M 48k 36.37
2016-03-31 $1.7M 49k 35.87
2015-12-31 $1.4M 50k 27.77
2015-09-30 $1.5M 50k 29.70
2015-06-30 $1.5M 48k 31.42
2015-03-31 $1.6M 48k 33.60

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Exelon Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
GQG Partners
Lazard Asset Management
Deutsche Bank Aktiengesellschaft
Morgan Stanley
Wellington Management Company
Invesco
Massachusetts Financial Services
Northern Trust
Legal & General Group
Bank of New York Mellon

View all funds holding Exelon Corporation