Beta Wealth Group, Inc.
- SEC CIK
- 0001594417
- Latest filing
- Jul 24, 2026
EXC holding history
Exelon Corp in every 13F filed by Beta Wealth Group, 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 (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −6,311−100.0% | Sold out | Holders |
| Q4 2023 | 6,311 | $226.6K | 0.1% | −194−3.0% | Reduced | Holders |
| Q3 2023 | 6,505 | $245.8K | 0.1% | +205+3.3% | Added | Holders |
| Q2 2023 | 6,300 | $256.7K | 0.1% | +1,000+18.9% | Added | Holders |
| Q1 2023 | 5,300 | $222.0K | 0.1% | +400+8.2% | Added | Holders |
| Q4 2022 | 4,900 | $211.8K | 0.1% | +4,900 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −4,500−100.0% | Sold out | Holders |
| Q1 2022 | 4,500 | $214.0K | 0.1% | +4,500 | New | Holders |