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Exelon Corporation shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management investment in Exelon Corporation

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

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Quarterly reported holdings in Exelon Corporation by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 898 37.57
2023-12-31 $32k 898 35.90
2023-09-30 $34k 898 37.79
2023-06-30 $35k 898 39.34
2023-03-31 $38k 898 41.89
2022-12-31 $4.3k 100 43.23
2022-09-30 $4.0k 100 40.00
2022-06-30 $5.0k 100 50.00
2022-03-31 $5.0k 100 50.00
2021-12-31 $6.0k 100 60.00
2021-09-30 $5.0k 100 50.00
2021-06-30 $4.0k 100 40.00
2021-03-31 $4.0k 100 40.00
2020-12-31 $4.0k 100 40.00
2020-09-30 $51k 1.4k 35.99
2020-06-30 $51k 1.4k 35.99
2020-03-31 $52k 1.4k 36.70
2019-12-31 $65k 1.4k 45.87
2019-09-30 $117k 2.4k 48.23
2019-06-30 $111k 2.3k 48.07
2019-03-31 $126k 2.5k 50.22
2018-12-31 $113k 2.5k 45.04
2018-09-30 $100k 2.3k 43.88
2018-06-30 $97k 2.3k 42.56
2018-03-31 $32k 828 38.65
2017-12-31 $33k 828 39.86
2017-09-30 $32k 858 37.30
2017-03-31 $29k 816 35.54
2016-12-31 $7.0k 200 35.00
2016-09-30 $7.0k 200 35.00
2016-06-30 $7.0k 200 35.00
2016-03-31 $7.0k 200 35.00
2015-12-31 $6.0k 200 30.00
2015-09-30 $6.0k 200 30.00
2015-06-30 $6.0k 200 30.00
2015-03-31 $7.0k 200 35.00
2014-12-31 $7.0k 200 35.00

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
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Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Squarespace Inc Class A Stock (SQSP)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Exelon Corporation

Vanguard Group
Wellington Management Company
BlackRock
T. Rowe Price Investment Management
Geode Capital Management
Massachusetts Financial Services
Franklin Resources
Legal & General Group
Deutsche Bank Aktiengesellschaft
Morgan Stanley
Lazard Asset Management
Bank of New York Mellon
FMR
Ing Investment Management
Northern Trust

View all funds holding Exelon Corporation