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ABLE Financial Group’s Exelon EXC Stock Holding History

ABLE Financial Group’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
2024
Q2 		– Sell
-5,327
Closed -$200K – 178
2024
Q1 		$200K Buy
+5,327
New +$190K 0.08% 157
2023
Q4 		– Sell
-5,327
Closed -$201K – 148
2023
Q3 		$201K Hold
5,327
– – 0.1% 134
2023
Q2 		$217K Buy
+5,327
New +$220K 0.11% 129

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ABLE Financial Group's EXC Position: Q2 2024 in Review

ABLE Financial Group sold out of Exelon (EXC) in Q2 2024, closing a stake of 5,327 shares — an estimated $200K sold.

ABLE Financial Group first reported a position in EXC in Q2 2023 and held it in 3 quarters. The position peaked at $217K in Q2 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • ABLE Financial Group reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • ABLE Financial Group sold 5,327 Exelon shares in Q2 2024, an estimated $200K.
  • ABLE Financial Group first reported a position in Exelon in Q2 2023 and held it in 3 quarters.
  • ABLE Financial Group's Exelon position peaked at $217K in Q2 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on ABLE Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.