Exelon Corporation
AT ˙ WBAG ˙ US30161N1019
39,58 € ↑1,45 (3,80%)
2026-06-05
DEL PRIS
SecurityAT:EXEC / Exelon Corporation
InstitutionCliftonlarsonallen Wealth Advisors, Llc
Latest Disclosed Ownership52,338 shares
Latest Disclosed Value $ 2,565,609
Cliftonlarsonallen Wealth Advisors, Llc reports 0.96% decrease in ownership of EXEC / Exelon Corporation

On April 9, 2026 - Cliftonlarsonallen Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 52,338 shares of Exelon Corporation (AT:EXEC) valued at $2,205,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 52,846 shares of Exelon Corporation. This represents a change in shares of -0.96% during the quarter. The current value of the position is $2,071,276 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F EXELONCORP COM 30161N101 52,338 -508 -0.96 2,566 11.38 0.0376
2026-01-22 2025-12-31 13F EXELON COM 30161N101 52,846 4,158 8.54 2,304 5.11 0.0348
2025-10-14 2025-09-30 13F EXELON COM 30161N101 48,688 -1,081 -2.17 2,191 1.44 0.0346
2025-07-21 2025-06-30 13F EXELON COM 30161N101 49,769 -1,875 -3.63 2,161 -9.21 0.0362
2025-04-17 2025-03-31 13F EXELON COM 30161N101 51,644 1,505 3.00 2,380 26.07 0.0444
2025-01-14 2024-12-31 13F EXELON COM 30161N101 50,139 368 0.74 1,887 -6.49 0.0366
2024-10-15 2024-09-30 13F EXELON COM 30161N101 49,771 1,036 2.13 2,018 19.69 0.0465
2024-10-11 2024-09-30 13F EXELON COM 30161N101 49,771 1,036 2,018 0.0465
2024-07-12 2024-06-30 13F EXELON COM 30161N101 48,735 -765 -1.55 1,687 -9.31 0.0362
2024-05-02 2024-03-31 13F EXELON COM 30161N101 49,500 -30 -0.06 1,860 4.56 0.0423
2024-01-16 2023-12-31 13F EXELON COM 30161N101 49,530 1,330 2.76 1,778 -2.36 0.0442
2023-10-13 2023-09-30 13F EXELON COM 30161N101 48,200 0 0.00 1,821 -7.23 0.0510
2023-07-14 2023-06-30 13F EXELON COM 30161N101 48,200 -310 -0.64 1,964 -3.40 0.0550
2023-04-13 2023-03-31 13F EXELON COM 30161N101 48,510 310 0.64 2,032 -2.45 0.0600
2023-01-19 2022-12-31 13F EXELON COM 30161N101 48,200 0 0.00 2,084 15.34 0.0775
2022-10-12 2022-09-30 13F EXELON COM 30161N101 48,200 0 0.00 1,806 -17.31 0.2229
2022-07-08 2022-06-30 13F EXELON COM 30161N101 48,200 0 0.00 2,184 -4.88 0.0907
2022-04-27 2022-03-31 13F EXELON COM 30161N101 48,200 -38 -0.08 2,296 -17.59 0.0820
2022-01-26 2021-12-31 13F EXELON COM 30161N101 48,238 -32 -0.07 2,786 19.42 0.1016
2021-11-02 2021-09-30 13F/A-1 EXELON COM 30161N101 48,270 42 0.09 2,333 9.17 0.0914
2021-07-21 2021-06-30 13F EXELON COM 30161N101 48,228 -230 -0.47 2,137 0.80 0.0876
2021-05-24 2021-03-31 13F EXELON COM 30161N101 48,458 2 0.00 2,120 3.62 0.1002
2021-01-14 2020-12-31 13F EXELON COM 30161N101 48,456 256 0.53 2,046 18.68 0.1004
2020-10-13 2020-09-30 13F EXELON COM 30161N101 48,200 -212 -0.44 1,724 -1.88 0.0972
2020-07-16 2020-06-30 13F EXELON COM 30161N101 48,412 0 0.00 1,757 -20.39 0.1071
2020-01-29 2019-12-31 13F EXELON COM 30161N101 48,412 0 0.00 2,207 -5.64 0.1753
2019-10-07 2019-09-30 13F EXELON COM 30161N101 48,412 212 0.44 2,339 1.21 0.2042
2019-07-17 2019-06-30 13F EXELON COM 30161N101 48,200 200 0.42 2,311 -3.95 0.2317
2019-04-09 2019-03-31 13F EXELON COM 30161N101 48,000 -663 -1.36 2,406 9.61 0.2631
2019-01-22 2018-12-31 13F EXELON COM 30161N101 48,663 -107 -0.22 2,195 3.10 0.2186
2018-11-05 2018-09-30 13F EXELON COM 30161N101 48,770 200 0.41 2,129 2.90 0.1985
2018-07-23 2018-06-30 13F EXELON COM 30161N101 48,570 227 0.47 2,069 9.70 0.2023
2018-04-26 2018-03-31 13F EXELON COM 30161N101 48,343 -191 -0.39 1,886 -1.41 0.1886
2018-01-31 2017-12-31 13F EXELON COM 30161N101 48,534 -66 -0.14 1,913 4.48 0.1966
2017-11-06 2017-09-30 13F EXELON COM 30161N101 48,600 -2 -0.00 1,831 4.45 0.1937
2017-08-01 2017-06-30 13F EXELON COM 30161N101 48,602 0 0.00 1,753 0.23 0.1957
2017-05-01 2017-03-31 13F EXELON BELGIUM CAPD ETF 30161N101 48,602 157 0.32 1,749 1.75 0.1957
2017-02-03 2016-12-31 13F EXELON COM 30161N101 48,445 -5 -0.01 1,719 6.57 0.1966
2016-11-03 2016-09-30 13F EXELON COM 30161N101 48,450 2 0.00 1,613 -8.46 0.1968
2016-08-09 2016-06-30 13F EXELON COM 30161N101 48,448 -200 -0.41 1,762 0.97 0.2548
2016-04-27 2016-03-31 13F EXELON COM 30161N101 48,648 -1,660 -3.30 1,745 24.91 0.2739
2016-02-01 2015-12-31 13F EXELON COM 30161N101 50,308 32 0.06 1,397 -6.43 0.2347
2015-10-27 2015-09-30 13F EXELON COM 30161N101 50,276 2,276 4.74 1,493 -0.99 0.2804
2015-07-29 2015-06-30 13F EXELON COM 30161N101 48,000 0 0.00 1,508 -6.51 0.3009
2015-04-08 2015-03-31 13F Exelon COM 30161N101 48,000 48,000 1,613 0.3590
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.