Back to EXC
Independence Financial Advisors, LLC → EXC
Independence Financial Advisors, LLC EXC Position History
Exelon Corporation • Utilities
Quarters held
5
Latest value
$63.1M
Q3 2026
Peak value
$63.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $31.9M |
| Q4 2025 | $54.7M |
| Q1 2026 | $47.7M |
| Q2 2026 | $58.7M |
| Q3 2026 | $63.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $63.1M | 1.40M | — | — |
| Q2 2026 | $58.7M | 1.34M | — | — |
| Q1 2026 | $47.7M | 1.27M | — | — |
| Q4 2025 | $54.7M | 1.31M | — | — |
| Q3 2025 | $31.9M | 774.8K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B