CliftonLarsonAllen Wealth Advisors »

Exelon Corporation shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Exelon Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exelon Corporation by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 50k 37.57
2023-12-31 $1.8M 50k 35.90
2023-09-30 $1.8M 48k 37.79
2023-06-30 $2.0M 48k 40.74
2023-03-31 $2.0M 49k 41.89
2022-12-31 $2.1M 48k 43.23
2022-09-30 $1.8M 48k 37.47
2022-06-30 $2.2M 48k 45.31
2022-03-31 $2.3M 48k 47.63
2021-12-31 $2.8M 48k 57.76
2021-09-30 $2.3M 48k 48.33
2021-06-30 $2.1M 48k 44.31
2021-03-31 $2.1M 49k 43.75
2020-12-31 $2.0M 49k 42.22
2020-09-30 $1.7M 48k 35.77
2020-06-30 $1.8M 48k 36.29
2019-12-31 $2.2M 48k 45.59
2019-09-30 $2.3M 48k 48.31
2019-06-30 $2.3M 48k 47.95
2019-03-31 $2.4M 48k 50.12
2018-12-31 $2.2M 49k 45.11
2018-09-30 $2.1M 49k 43.65
2018-06-30 $2.1M 49k 42.60
2018-03-31 $1.9M 48k 39.01
2017-12-31 $1.9M 49k 39.42
2017-09-30 $1.8M 49k 37.67
2017-06-30 $1.8M 49k 36.07
2017-03-31 $1.7M 49k 35.99
2016-12-31 $1.7M 48k 35.48
2016-09-30 $1.6M 49k 33.29
2016-06-30 $1.8M 48k 36.37
2016-03-31 $1.7M 49k 35.87
2015-12-31 $1.4M 50k 27.77
2015-09-30 $1.5M 50k 29.70
2015-06-30 $1.5M 48k 31.42
2015-03-31 $1.6M 48k 33.60

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

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