Ownership history in Activest Wealth Management · 4 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in EXELON CORP (EXC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 359 | +14 | +4.1% | 0.00% | $16K | $44.24 |
| 2025 Q2 | REDUCED | 345 | -4 | -1.1% | 0.00% | $15K | $42.30 |
| 2025 Q1 | ADDED | 349 | +339 | +3390.0% | 0.00% | $16K | $44.50 |
| 2024 Q4 | INITIATED | 10 | — | — | 0.00% | $376 | $36.01 |
As of 2025 Q4 — sorted by position size