AWM
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Accel Wealth Management’s Exelon EXC Stock Holding History

Accel 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
2025
Q3 		– Sell
-5,661
Closed -$246K – 283
2025
Q2 		$246K Buy
5,661
+62
+1% +$2.76K 0.08% 217
2025
Q1 		$258K Buy
5,599
+70
+1% +$2.93K 0.09% 204
2024
Q4 		$208K Buy
+5,529
New +$214K 0.08% 231
2024
Q3 		– Sell
-6,278
Closed -$217K – 259
2024
Q2 		$217K Sell
6,278
-300
-5% -$11.1K 0.09% 215
2024
Q1 		$247K Buy
6,578
+7
+0.1% +$250 0.1% 184
2023
Q4 		$236K Sell
6,571
-102
-2% -$3.93K 0.12% 164
2023
Q3 		$252K Sell
6,673
-24
-0.4% -$978 0.14% 139
2023
Q2 		$273K Sell
6,697
-134
-2% -$5.54K 0.15% 135
2023
Q1 		$286K Sell
6,831
-28
-0.4% -$1.17K 0.12% 169
2022
Q4 		$297K Buy
6,859
+21
+0.3% +$830 0.14% 122
2022
Q3 		$274K Buy
6,838
+1,659
+32% +$73.4K 0.15% 130
2022
Q2 		$229K Buy
5,179
+94
+2% +$4.42K 0.13% 133
2022
Q1 		$242K Sell
5,085
-2,015
-28% -$85.4K 0.13% 134
2021
Q4 		$293K Sell
7,100
-115
-2% -$4.33K 0.14% 119
2021
Q3 		$249K Buy
7,215
+28
+0.4% +$957 0.16% 112
2021
Q2 		$227K Buy
7,187
+30
+0.4% +$966 0.15% 129
2021
Q1 		$223K Buy
7,157
+457
+7% +$13.7K 0.18% 117
2020
Q4 		$202K Buy
+6,700
New +$198K 0.19% 119

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accel Wealth Management's EXC Position: Q3 2025 in Review

Accel Wealth Management sold out of Exelon (EXC) in Q3 2025, closing a stake of 5,661 shares — an estimated $246K sold.

Accel Wealth Management first reported a position in EXC in Q4 2020 and held it in 18 quarters. The position peaked at $297K in Q4 2022. 1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Accel Wealth Management reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Accel Wealth Management sold 5,661 Exelon shares in Q3 2025, an estimated $246K.
  • Accel Wealth Management first reported a position in Exelon in Q4 2020 and held it in 18 quarters.
  • Accel Wealth Management's Exelon position peaked at $297K in Q4 2022.
  • 1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Accel Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.