Exelon Corporation shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Exelon Corporation
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Quarterly reported holdings in Exelon Corporation by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $216k | 5.7k | 37.57 |
| 2023-12-31 | $208k | 5.8k | 35.90 |
| 2023-09-30 | $217k | 5.8k | 37.79 |
| 2023-06-30 | $236k | 5.8k | 40.74 |
| 2023-03-31 | $243k | 5.8k | 41.89 |
| 2022-12-31 | $239k | 5.5k | 43.23 |
| 2022-09-30 | $208k | 5.6k | 37.42 |
| 2022-06-30 | $255k | 5.6k | 45.36 |
| 2022-03-31 | $261k | 5.5k | 47.66 |
| 2021-12-31 | $318k | 5.5k | 57.77 |
| 2021-09-30 | $263k | 5.4k | 48.41 |
| 2021-06-30 | $235k | 5.3k | 44.32 |
| 2021-03-31 | $232k | 5.3k | 43.79 |
| 2020-12-31 | $178k | 4.2k | 42.30 |
| 2020-09-30 | $145k | 4.1k | 35.78 |
| 2020-06-30 | $147k | 4.0k | 36.32 |
| 2020-03-31 | $149k | 4.0k | 36.86 |
| 2019-12-31 | $184k | 4.0k | 45.58 |
| 2019-09-30 | $195k | 4.0k | 48.35 |
| 2019-06-30 | $193k | 4.0k | 47.90 |
| 2019-03-31 | $202k | 4.0k | 50.19 |
| 2018-12-31 | $181k | 4.0k | 45.01 |
| 2018-09-30 | $178k | 4.1k | 43.79 |
| 2018-06-30 | $173k | 4.1k | 42.68 |
| 2018-03-31 | $158k | 4.0k | 38.95 |
| 2017-12-31 | $159k | 4.0k | 39.31 |
| 2017-09-30 | $156k | 4.1k | 37.74 |
| 2017-06-30 | $167k | 4.6k | 35.98 |
| 2017-03-31 | $176k | 5.0k | 35.42 |
| 2016-12-31 | $176k | 5.0k | 35.42 |
| 2016-09-30 | $165k | 5.0k | 33.24 |
| 2016-06-30 | $180k | 5.0k | 36.29 |
| 2016-03-31 | $225k | 6.3k | 35.82 |
| 2015-12-31 | $193k | 7.0k | 27.69 |
| 2015-09-30 | $106k | 3.6k | 29.73 |
| 2015-06-30 | $116k | 3.7k | 31.39 |
| 2015-03-31 | $124k | 3.7k | 33.59 |
| 2014-12-31 | $136k | 3.7k | 37.03 |
| 2014-09-30 | $127k | 3.7k | 34.20 |
| 2014-06-30 | $116k | 3.2k | 36.57 |