EXC EXELON CORP COM

Ownership history in Ecofin Advisors Ltd  ·  39 quarters on record

This page tracks every 13F SEC filing in which Ecofin Advisors Ltd reported a position in EXELON CORP COM (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
12.6% (2008 Q2)
Avg. % of fund
6.19%
First filed
2006 Q4
Last filed
2020 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2020 Q4 ADDED 466,938 +64,925 +16.1% 8.26% $19.7M $25.01
2020 Q3 REDUCED 402,013 -9,202 -2.2% 6.95% $14.4M $21.00
2020 Q2 ADDED 411,215 +33,308 +8.8% 8.18% $14.9M $21.10
2020 Q1 REDUCED 377,907 -39,440 -9.5% 9.50% $13.9M $21.17
2019 Q4 ADDED 417,347 +40,148 +10.6% 9.09% $19.0M $26.02
2019 Q3 ADDED 377,199 +10,994 +3.0% 8.26% $18.2M $27.35
2019 Q2 ADDED 366,205 +45,637 +14.2% 8.73% $17.6M $26.92
2019 Q1 REDUCED 320,568 -3,853 -1.2% 11.09% $16.1M $27.95
2018 Q4 REDUCED 324,421 -84,482 -20.7% 9.88% $14.6M $24.95
2018 Q3 REDUCED 408,903 -9,650 -2.3% 11.77% $17.9M $23.97
29 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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