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Exelon Corporation shares owned by FORM Wealth Advisors

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

Historical chart of FORM Wealth Advisors investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exelon Corporation by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 4.5k 49.02
2025-03-31 $205k 4.4k 46.08

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Broad Usd High (USHY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM 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
Wellington Management Company
Capital Research and Management Company - Division 3
Invesco
Northern Trust
Norges Bank Investment Management
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Exelon Corporation