AWM
EXC icon

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return