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ANRIA
American National Registered Investment Advisor’s
Exelon
EXC
Stock Holding History
American National Registered Investment Advisor’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
$535K
Sell
11,231
-4,917
-30%
-$208K
0.19%
163
2021
Q4
$665K
Sell
16,148
-3
-0%
-$113
0.22%
140
2021
Q3
$557K
Sell
16,151
-48
-0.3%
-$1.64K
0.2%
157
2021
Q2
$512K
Sell
16,199
-133
-0.8%
-$4.28K
0.18%
172
2021
Q1
$510K
Sell
16,332
-99
-0.6%
-$2.98K
0.2%
168
2020
Q4
$495K
Hold
16,431
–
–
0.2%
155
2020
Q3
$419K
Hold
16,431
–
–
0.19%
142
2020
Q2
$426K
Hold
16,431
–
–
0.21%
137
2020
Q1
$431K
Hold
16,431
–
–
0.27%
118
2019
Q4
$534K
Sell
16,431
-64
-0.4%
-$2.07K
0.26%
119
2019
Q3
$568K
Hold
16,495
–
–
0.31%
102
2019
Q2
$564K
Hold
16,495
–
–
0.32%
105
2019
Q1
$590K
Buy
+16,495
New
+$562K
0.33%
102
Other funds holding EXC
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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