4WM
EXC icon

44 Wealth Management’s Exelon EXC Stock Holding History

44 Wealth Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,927
Closed -$781K – 189
2025
Q4 		$781K Buy
17,927
+199
+1% +$9.08K 0.26% 109
2025
Q3 		$798K Sell
17,728
-696
-4% -$30.6K 0.27% 112
2025
Q2 		$800K Sell
18,424
-131
-0.7% -$5.83K 0.28% 111
2025
Q1 		$855K Sell
18,555
-107
-0.6% -$4.47K 0.32% 101
2024
Q4 		$702K Sell
18,662
-4,269
-19% -$166K 0.27% 106
2024
Q3 		$934K Buy
+22,931
New +$862K 0.33% 96
2023
Q2 		$205K Sell
5,036
-557
-10% -$23K 0.07% 163
2023
Q1 		$234K Buy
5,593
+16
+0.3% +$667 0.08% 159
2022
Q4 		$241K Buy
+5,577
New +$220K 0.08% 160
2022
Q1 		– Sell
-6,296
Closed -$259K – 176
2021
Q4 		$259K Sell
6,296
-85
-1% -$3.2K 0.09% 157
2021
Q3 		$220K Sell
6,381
-35
-0.5% -$1.2K 0.08% 158
2021
Q2 		$203K Sell
6,416
-15
-0.2% -$483 0.08% 173
2021
Q1 		$201K Buy
+6,431
New +$193K 0.08% 153

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return