Back to EXC
TrustWell Financial Advisors, LLC → EXC
TrustWell Financial Advisors, LLC EXC Position History
Exelon Corporation • Utilities
Quarters held
4
Latest value
$935K
Q3 2026
Peak value
$935K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $865K |
| Q1 2026 | $777K |
| Q2 2026 | $907K |
| Q3 2026 | $935K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $935K | 20.7K | — | — |
| Q2 2026 | $907K | 20.7K | — | — |
| Q1 2026 | $777K | 20.7K | — | — |
| Q4 2025 | $865K | 20.7K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B