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Alta Advisers’s Exelon EXC Stock Holding History

Alta Advisers’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
Q4 		– Sell
-5,008
Closed -$225K – 219
2025
Q3 		$225K Hold
5,008
– – 0.07% 232
2025
Q2 		$217K Hold
5,008
– – 0.08% 228
2025
Q1 		$231K Buy
+5,008
New +$209K 0.1% 202
2024
Q4 		– Sell
-2,800
Closed -$114K – 247
2024
Q3 		$114K Hold
2,800
– – 0.05% 262
2024
Q2 		$96.9K Hold
2,800
– – 0.05% 271
2024
Q1 		$105K Hold
2,800
– – 0.05% 265
2023
Q4 		$101K Hold
2,800
– – 0.05% 255
2023
Q3 		$106K Hold
2,800
– – 0.06% 220
2023
Q2 		$114K Hold
2,800
– – 0.06% 205
2023
Q1 		$117K Hold
2,800
– – 0.07% 190
2022
Q4 		$121K Hold
2,800
– – 0.07% 179
2022
Q3 		$105K Buy
+2,800
New +$124K 0.07% 193

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Alta Advisers's EXC Position: Q4 2025 in Review

Alta Advisers sold out of Exelon (EXC) in Q4 2025, closing a stake of 5,008 shares — an estimated $225K sold.

Alta Advisers first reported a position in EXC in Q3 2022 and held it in 12 quarters. The position peaked at $231K in Q1 2025. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Alta Advisers reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Alta Advisers sold 5,008 Exelon shares in Q4 2025, an estimated $225K.
  • Alta Advisers first reported a position in Exelon in Q3 2022 and held it in 12 quarters.
  • Alta Advisers's Exelon position peaked at $231K in Q1 2025.
  • 1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.