Exelon Corporation shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Exelon Corporation
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Quarterly reported holdings in Exelon Corporation by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 47k | 45.01 |
| 2025-06-30 | $1.4M | 31k | 43.42 |
| 2025-03-31 | $1.3M | 29k | 46.08 |
| 2024-12-31 | $696k | 19k | 37.64 |
| 2024-09-30 | $605k | 15k | 40.55 |
| 2024-06-30 | $546k | 16k | 34.61 |
| 2024-03-31 | $240k | 6.4k | 37.57 |
| 2023-09-30 | $305k | 8.1k | 37.79 |
| 2023-06-30 | $310k | 7.6k | 40.74 |
| 2023-03-31 | $247k | 5.9k | 41.89 |
| 2020-09-30 | $268k | 23k | 11.91 |
| 2018-09-30 | $382k | 8.8k | 43.62 |
| 2018-06-30 | $261k | 6.1k | 42.61 |
| 2018-03-31 | $154k | 154k | 1.00 |
| 2017-12-31 | $212k | 5.5k | 38.75 |