Compass Wealth Management »

Exelon Corporation shares owned by Compass Wealth Management

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

Historical chart of Compass Wealth Management investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exelon Corporation by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $12k 295 40.40

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
V.F. Corporation (VFC)
Spdr Series Trust St Str P500etf (SPYM)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)
Veeva Sys Cl A Com (VEEV)

View all positions for Compass Wealth Management

Top funds holding Exelon Corporation

BlackRock
State Street Corporation
Vanguard Capital Management
Vanguard Portfolio Management
Invesco
Geode Capital Management
Lazard Asset Management
Wellington Management Company
GQG Partners
Northern Trust
Nordea Investment Management Ab
Ubs Global Asset Management Americas
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon

View all funds holding Exelon Corporation