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Patten & Patten Inc

SEC CIK
0001044905
Latest filing
Aug 5, 2026

EXC holding history

Exelon Corp in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
5,024
Value
$234.2K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of EXC by Patten & Patten Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,024$234.2K<0.1%00.0%UnchangedHolders
Q1 20265,024$246.3K<0.1%00.0%UnchangedHolders
Q4 20255,024$219.0K<0.1%00.0%UnchangedHolders
Q3 20255,024$226.1K<0.1%00.0%UnchangedHolders
Q2 20255,024$218.1K<0.1%00.0%UnchangedHolders
Q1 20255,024$231.5K<0.1%+5,024NewHolders
Q4 20240$00.0%−5,524−100.0%Sold outHolders
Q3 20245,524$224.0K<0.1%+5,524NewHolders
Q2 20240$00.0%−5,544−100.0%Sold outHolders
Q1 20245,544$208.3K<0.1%+5,544NewHolders
Q3 20230$00.0%−5,036−100.0%Sold outHolders
Q2 20235,036$205.2K<0.1%+40+0.8%AddedHolders
Q1 20234,996$209.3K<0.1%00.0%UnchangedHolders
Q4 20224,996$216.0K<0.1%+4,996NewHolders
Q3 20220$00.0%−4,996−100.0%Sold outHolders
Q2 20224,996$226.0K<0.1%00.0%UnchangedHolders
Q1 20224,996$238.0K<0.1%00.0%UnchangedHolders
Q4 20214,996$289.0K<0.1%00.0%UnchangedHolders
Q3 20214,996$242.0K<0.1%+20+0.4%AddedHolders
Q2 20214,976$220.0K<0.1%00.0%UnchangedHolders
Q1 20214,976$218.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.