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American Capital Advisory’s Exelon EXC Stock Holding History

American Capital Advisory’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
2026
Q1 		$6.18K Sell
126
-3
-2% -$140 ﹤0.01% 378
2025
Q4 		$5.62K Buy
129
+22
+21% +$1K ﹤0.01% 366
2025
Q3 		$4.82K Sell
107
-9
-8% -$395 ﹤0.01% 359
2025
Q2 		$5.04K Buy
116
+12
+12% +$534 ﹤0.01% 341
2025
Q1 		$4.79K Buy
104
+6
+6% +$251 ﹤0.01% 341
2024
Q4 		$3.69K Hold
98
– – ﹤0.01% 374
2024
Q3 		$3.97K Hold
98
– – ﹤0.01% 362
2024
Q2 		$3.52K Hold
98
– – ﹤0.01% 325
2024
Q1 		$4.11K Hold
98
– – ﹤0.01% 318
2023
Q4 		$3.52K Buy
+98
New +$3.77K ﹤0.01% 325

Other funds holding EXC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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