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Exelon Corporation shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exelon Corporation by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 837 40.55
2024-03-31 $28k 740 37.57
2023-12-31 $21k 579 35.90

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Exelon Corporation

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Investment Management
Lazard Asset Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Ing Investment Management
Invesco
Franklin Resources
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Exelon Corporation