Back to EXC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → EXC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EXC Position History
Exelon Corporation • Utilities
Quarters held
13
Latest value
$706K
Q3 2026
Peak value
$29.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q3 2025 | $29.1M |
| Q3 2025 | $712K |
| Q4 2025 | $9.5M |
| Q4 2025 | $25.2M |
| Q4 2025 | $1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $21.6M |
| Q1 2026 | $570K |
| Q2 2026 | $26.1M |
| Q2 2026 | $701K |
| Q3 2026 | $24.8M |
| Q3 2026 | $706K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $706K | 15.4K | — | — |
| Q3 2026 | $24.8M | 868.2K | — | — |
| Q2 2026 | $701K | 15.9K | — | — |
| Q2 2026 | $26.1M | 807.7K | — | — |
| Q1 2026 | $570K | 15.1K | — | — |
| Q1 2026 | $21.6M | 679.6K | — | — |
| Q1 2026 | $1.2M | 11.5K | — | — |
| Q4 2025 | $1M | 24.9K | — | — |
| Q4 2025 | $25.2M | 572.1K | — | — |
| Q4 2025 | $9.5M | 93.1K | — | — |
| Q3 2025 | $712K | 17.3K | — | — |
| Q3 2025 | $29.1M | 621.7K | — | — |
| Q3 2025 | $3.7M | 63.7K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B