EXC EXELON CORPORATION

Ownership history in Cornerstone Advisors, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in EXELON CORPORATION (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.

Peak position
0.27% (2022 Q4)
Avg. % of fund
0.19%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 82,500 0% 0.12% $3.7M $44.24
2025 Q2 REDUCED 82,500 -4,700 -5.4% 0.12% $3.6M $42.30
2025 Q1 REDUCED 87,200 -300 -0.3% 0.17% $4.0M $44.50
2024 Q4 UNCHANGED 87,500 0% 0.13% $3.3M $36.01
2024 Q3 UNCHANGED 87,500 0% 0.14% $3.5M $38.41
2024 Q2 REDUCED 87,500 -13,800 -13.6% 0.12% $3.0M $32.45
2024 Q1 UNCHANGED 101,300 0% 0.16% $3.8M $34.88
2023 Q4 REDUCED 101,300 -5,400 -5.1% 0.16% $3.6M $32.97
2023 Q3 REDUCED 106,700 -21,600 -16.8% 0.19% $4.0M $34.39
2023 Q2 UNCHANGED 128,300 0% 0.25% $5.2M $36.74
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EXC price (monthly, adj. close)
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