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Amalgamated Financial’s Exelon EXC Stock Holding History

Amalgamated Financial’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
2022
Q1 		$11.7M Buy
+245,264
New +$10.4M 0.09% 174

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amalgamated Financial's EXC Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Exelon (EXC) in Q1 2022: 245,264 shares worth $11.7M. The stake represents 0.09% of the portfolio and ranks #174 among its holdings.

1,026 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

  • Amalgamated Financial held 245,264 shares of Exelon worth $11.7M as of Q1 2022.
  • Exelon was a new Amalgamated Financial position in Q1 2022.
  • Exelon made up 0.09% of Amalgamated Financial's portfolio in Q1 2022, its #174 holding.
  • 1,026 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.