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Goodman Advisory Group, LLC → EXC

Goodman Advisory Group, LLC EXC Position History

Exelon Corporation • Utilities

Quarters held
5
Latest value
$8K
Q3 2026
Peak value
$20.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20M
Q4 2025$465K
Q1 2026$25K
Q2 2026$20.1M
Q3 2026$8K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8K169——
Q2 2026$20.1M458.3K——
Q1 2026$25K656——
Q4 2025$465K11.2K——
Q3 2025$20M487.4K——

Other funds holding EXC

Other Goodman Advisory Group, LLC positions

CW

STATE STREET

$56.7M
CW

STATE STREET

$53.3M
CW

SPDR BLOOMBERG

$49.2M
CW

STATE STREET

$47.9M
CW

STATE STREET

$47.8M
STT-PG

STATE STREET

$27.2M
STT-PG

STATE STREET

$26.3M
STT-PG

SPDR PORTFOLIO

$26M