Back to EXC
Kestra Advisory Services, LLC → EXC
Kestra Advisory Services, LLC EXC Position History
Exelon Corporation • Utilities
Quarters held
12
Latest value
$74M
Q3 2026
Peak value
$74M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $944K |
| Q3 2025 | $5.9M |
| Q3 2025 | $25.6M |
| Q4 2025 | $895K |
| Q4 2025 | $5.9M |
| Q4 2025 | $32.9M |
| Q1 2026 | $7.1M |
| Q1 2026 | $56.9M |
| Q2 2026 | $4.2M |
| Q2 2026 | $64.9M |
| Q3 2026 | $4M |
| Q3 2026 | $74M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $74M | 1.64M | — | — |
| Q3 2026 | $4M | 98.8K | — | — |
| Q2 2026 | $64.9M | 1.48M | — | — |
| Q2 2026 | $4.2M | 90.4K | — | — |
| Q1 2026 | $56.9M | 1.52M | — | — |
| Q1 2026 | $7.1M | 145.4K | — | — |
| Q4 2025 | $32.9M | 789.5K | — | — |
| Q4 2025 | $5.9M | 135.6K | — | — |
| Q4 2025 | $895K | 8.8K | — | — |
| Q3 2025 | $25.6M | 623.1K | — | — |
| Q3 2025 | $5.9M | 131.0K | — | — |
| Q3 2025 | $944K | 17.3K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B