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Ahrens Investment Partners’s Exelon EXC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$3.94K Buy
+94
New +$3.92K ﹤0.01% 803
2022
Q3 		– Sell
-94
Closed -$4K – 405
2022
Q2 		$4K Sell
94
-600
-86% -$28.2K ﹤0.01% 796
2022
Q1 		$33K Buy
694
+649
+1,442% +$27.5K 0.01% 486
2021
Q4 		$2K Buy
+45
New +$1.7K ﹤0.01% 964

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ahrens Investment Partners's EXC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Exelon (EXC) in Q1 2023: 94 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EXC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in EXC in Q4 2021 and has held it in 4 quarters since. The position peaked at $33K in Q1 2022. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

  • Ahrens Investment Partners held 94 shares of Exelon worth $3.94K as of Q1 2023.
  • Exelon was a new Ahrens Investment Partners position in Q1 2023.
  • Exelon made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #803 holding.
  • Ahrens Investment Partners first reported a position in Exelon in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Exelon position peaked at $33K in Q1 2022.
  • 999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.