Back to EXC
Rolek Wealth Management LLC → EXC
Rolek Wealth Management LLC EXC Position History
Exelon Corporation • Utilities
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 34.2K | — | — |
| Q2 2026 | $1.5M | 34.7K | — | — |
| Q1 2026 | $1.3M | 34.8K | — | — |
| Q4 2025 | $1.5M | 35.4K | — | — |
| Q3 2025 | $1.4M | 34.7K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B