ACM
EXC icon

Antonetti Capital Management’s Exelon EXC Stock Holding History

Antonetti Capital Management’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
2023
Q3 		$30.4K Buy
805
+400
+99% +$16.3K 0.05% 130
2023
Q2 		$16.5K Hold
405
– – 0.02% 184
2023
Q1 		$16.9K Buy
405
+1
+0.2% +$42 0.02% 183
2022
Q4 		$17.5K Buy
404
+400
+10,000% +$15.8K 0.02% 179
2022
Q3 		$0 Buy
+4
New +$177 ﹤0.01% 341

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Antonetti Capital Management's EXC Position: Q3 2023 in Review

Antonetti Capital Management increased its Exelon (EXC) stake by 99% in Q3 2023, buying an estimated $16.3K and bringing the position to 805 shares worth $30.4K. The position accounts for 0.05% of the portfolio, ranked #130.

Antonetti Capital Management first reported a position in EXC in Q3 2022 and has held it in 5 quarters since. 997 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

  • Antonetti Capital Management held 805 shares of Exelon worth $30.4K as of Q3 2023.
  • Antonetti Capital Management bought 400 Exelon shares in Q3 2023, an estimated $16.3K.
  • Exelon made up 0.05% of Antonetti Capital Management's portfolio in Q3 2023, its #130 holding.
  • Antonetti Capital Management first reported a position in Exelon in Q3 2022 and has held it in 5 quarters since.
  • 997 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.