Montgomery Financial Services »

Exelon Corporation shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exelon Corporation held by Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7k 100 46.62

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Exelon Corporation

BlackRock
State Street Corporation
Vanguard Capital Management
Vanguard Portfolio Management
Capital World Investors
Geode Capital Management
Lazard Asset Management
FMR
GQG Partners
Invesco
Wellington Management Company
Deutsche Bank Aktiengesellschaft
Morgan Stanley
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding Exelon Corporation