Back to EXC
Garton & Associates Financial Advisors LLC → EXC
Garton & Associates Financial Advisors LLC EXC Position History
Exelon Corporation • Utilities
Quarters held
5
Latest value
$678K
Q3 2026
Peak value
$1.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $15K |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.3M |
| Q3 2026 | $678K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $678K | 16.8K | — | — |
| Q2 2026 | $1.3M | 28.9K | — | — |
| Q1 2026 | $1.6M | 33.3K | — | — |
| Q4 2025 | $15K | 365 | — | — |
| Q4 2025 | $1.8M | 40.3K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B