Exelon Corporation shares owned by Heritage Trust
Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Exelon Corporation
Tip: Access up to 7 years of quarterly data
All positions including Exelon Corporation held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Exelon Corporation by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 4.5k | 45.01 |
| 2025-03-31 | $209k | 4.5k | 46.08 |
| 2022-06-30 | $206k | 4.5k | 45.33 |
| 2022-03-31 | $215k | 4.5k | 47.46 |
| 2021-12-31 | $262k | 4.5k | 57.84 |
| 2021-09-30 | $219k | 4.5k | 48.34 |
| 2021-06-30 | $201k | 4.5k | 44.37 |
| 2020-06-30 | $403k | 11k | 36.23 |
| 2020-03-31 | $408k | 11k | 36.81 |
| 2019-12-31 | $355k | 7.8k | 45.62 |
| 2019-09-30 | $497k | 10k | 48.27 |
| 2019-06-30 | $385k | 8.0k | 47.97 |
| 2019-03-31 | $402k | 8.0k | 50.09 |
| 2018-12-31 | $6.0k | 130 | 46.15 |
| 2018-09-30 | $6.0k | 130 | 46.15 |