Northwest Financial Advisors

SEC CIK: 0002010635
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

EXC holding history

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

EXC overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of EXC by Northwest Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−1,982−100.0%	Sold out	Holders
Q3 2024	1,982	$80.4K	0.1%	+1,982	New	Holders
Q1 2024	0	$0	0.0%	−2,926−100.0%	Sold out	Holders
Q4 2023	2,926	$105.0K	0.1%	–	No prior filing	Holders