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Exelon Corporation shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exelon Corporation by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $23k 617 37.64
2024-09-30 $25k 617 40.55
2024-06-30 $21k 617 34.61
2024-03-31 $23k 617 37.57
2023-12-31 $22k 617 35.90
2020-09-30 $22k 617 35.66

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View all positions for Pacific Capital Wealth Advisors

Top funds holding Exelon Corporation

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
T. Rowe Price Associates
Geode Capital Management
Lazard Asset Management
FMR
Deutsche Bank Aktiengesellschaft
Morgan Stanley
Massachusetts Financial Services
Invesco
Bank of New York Mellon
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Exelon Corporation