Exelon Corporation shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Exelon Corporation
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Quarterly reported holdings in Exelon Corporation by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $214k | 5.7k | 37.64 |
| 2024-09-30 | $239k | 5.9k | 40.55 |
| 2024-06-30 | $208k | 6.0k | 34.61 |
| 2024-03-31 | $220k | 5.8k | 37.57 |
| 2023-12-31 | $219k | 6.0k | 36.47 |
| 2023-09-30 | $228k | 6.0k | 37.79 |
| 2023-06-30 | $245k | 6.0k | 40.74 |
| 2023-03-31 | $255k | 6.1k | 41.89 |
| 2022-12-31 | $233k | 5.4k | 43.23 |
| 2022-06-30 | $234k | 5.2k | 45.38 |
| 2021-12-31 | $258k | 4.5k | 57.85 |
| 2021-09-30 | $265k | 5.5k | 48.35 |
| 2021-06-30 | $245k | 5.4k | 44.97 |
| 2021-03-31 | $217k | 5.0k | 43.82 |
| 2020-12-31 | $160k | 3.8k | 42.19 |