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Exelon Corporation shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exelon Corporation held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelon Corporation by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $14k 330 41.80
2024-09-30 $13k 330 38.26
2024-06-30 $12k 330 37.61
2024-03-31 $19k 500 37.59
2023-12-31 $17k 500 34.81

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Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
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Microsoft Corp Equity (MSFT)
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Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

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