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Northwest Wealth Advisors, LLC → EXC

Northwest Wealth Advisors, LLC EXC Position History

Exelon Corporation • Utilities

Quarters held
4
Latest value
$9.8M
Q3 2026
Peak value
$9.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7M
Q1 2026$7.2M
Q2 2026$9.1M
Q3 2026$9.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.8M218.2K——
Q2 2026$9.1M208.4K——
Q1 2026$7.2M191.2K——
Q4 2025$7M168.0K——

Other funds holding EXC

Other Northwest Wealth Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$20.5M
ETHA

ISHARES TR

$18.9M
ETHA

ISHARES TR

$15.8M
STT-PG

SPDR SERIES TRUST

$14.8M
STT-PG

SPDR SERIES TRUST

$13.7M
STT-PG

SPDR SERIES TRUST

$12.3M
ETHA

ISHARES TR

$11.9M