AllSquare Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.4K | Hold |
898
| – | – | 0.02% | 256 |
|
|
2025
Q2 | $39K | Hold |
898
| – | – | 0.02% | 250 |
|
|
2025
Q1 | $41.4K | Hold |
898
| – | – | 0.02% | 230 |
|
|
2024
Q4 | $33.8K | Hold |
898
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $36.4K | Hold |
898
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $31.1K | Hold |
898
| – | – | 0.02% | 258 |
|
|
2024
Q1 | $33.7K | Hold |
898
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $32.2K | Hold |
898
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $33.9K | Hold |
898
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $35.3K | Hold |
898
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $37.6K | Buy |
898
+798
| +798% | +$33.3K | 0.02% | 240 |
|
|
2022
Q4 | $4.32K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $5K | Sell |
100
-40
| -29% | -$1.69K | ﹤0.01% | 425 |
|
|
2021
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 415 |
|
|
2021
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 428 |
|
|
2020
Q4 | $4K | Sell |
140
-1,847
| -93% | -$54.5K | ﹤0.01% | 393 |
|
|
2020
Q3 | $51K | Hold |
1,987
| – | – | 0.04% | 187 |
|
|
2020
Q2 | $51K | Hold |
1,987
| – | – | 0.04% | 176 |
|
|
2020
Q1 | $52K | Hold |
1,987
| – | – | 0.05% | 159 |
|
|
2019
Q4 | $65K | Sell |
1,987
-1,414
| -42% | -$45.8K | 0.05% | 160 |
|
|
2019
Q3 | $117K | Buy |
3,401
+164
| +5% | +$5.51K | 0.09% | 115 |
|
|
2019
Q2 | $111K | Sell |
3,237
-281
| -8% | -$9.92K | 0.08% | 116 |
|
|
2019
Q1 | $126K | Hold |
3,518
| – | – | 0.09% | 105 |
|
|
2018
Q4 | $113K | Buy |
3,518
+323
| +10% | +$10.3K | 0.09% | 103 |
|
|
2018
Q3 | $100K | Hold |
3,195
| – | – | 0.07% | 119 |
|
|
2018
Q2 | $97K | Buy |
3,195
+2,034
| +175% | +$58.2K | 0.07% | 123 |
|
|
2018
Q1 | $32K | Hold |
1,161
| – | – | 0.03% | 196 |
|
|
2017
Q4 | $33K | Sell |
1,161
-42
| -3% | -$1.21K | 0.03% | 185 |
|
|
2017
Q3 | $32K | Buy |
+1,203
| New | +$32.2K | 0.03% | 177 |
|
|
2017
Q2 | – | Sell |
-1,144
| Closed | -$29K | – | 227 |
|
|
2017
Q1 | $29K | Buy |
1,144
+864
| +309% | +$22K | 0.03% | 181 |
|
|
2016
Q4 | $7K | Hold |
280
| – | – | 0.01% | 250 |
|
|
2016
Q3 | $7K | Hold |
280
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $7K | Hold |
280
| – | – | 0.01% | 221 |
|
|
2016
Q1 | $7K | Hold |
280
| – | – | 0.01% | 222 |
|
|
2015
Q4 | $6K | Hold |
280
| – | – | 0.01% | 229 |
|
|
2015
Q3 | $6K | Hold |
280
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $6K | Hold |
280
| – | – | 0.01% | 262 |
|
|
2015
Q1 | $7K | Hold |
280
| – | – | 0.01% | 252 |
|
|
2014
Q4 | $7K | Buy |
+280
| New | +$7.18K | 0.01% | 251 |
|
Other funds holding EXC
AllSquare Wealth Management's EXC Position: Q3 2025 in Review
AllSquare Wealth Management held its Exelon (EXC) position steady in Q3 2025 at 898 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #256.
AllSquare Wealth Management first reported a position in EXC in Q4 2014 and has held it in 43 quarters since. The position peaked at $126K in Q1 2019. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.
- AllSquare Wealth Management held 898 shares of Exelon worth $40.4K as of Q3 2025.
- AllSquare Wealth Management left its Exelon share count unchanged in Q3 2025.
- Exelon made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #256 holding.
- AllSquare Wealth Management first reported a position in Exelon in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's Exelon position peaked at $126K in Q1 2019.
- 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.