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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

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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
2024-03-31 $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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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