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Aquila Investment Management’s Exelon EXC Stock Holding History

Aquila Investment 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
2024
Q3 		$446K Buy
+11,000
New +$414K 0.5% 48
2022
Q3 		– Sell
-34,000
Closed -$1.54M – 93
2022
Q2 		$1.54M Buy
+34,000
New +$1.6M 1.09% 39

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Aquila Investment Management's EXC Position: Q3 2024 in Review

Aquila Investment Management opened a new position in Exelon (EXC) in Q3 2024: 11,000 shares worth $446K. The stake represents 0.5% of the portfolio and ranks #48 among its holdings. This is a return to the name: Aquila Investment Management previously reported a position in EXC as recently as Q2 2022.

Aquila Investment Management first reported a position in EXC in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.54M in Q2 2022. 1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

  • Aquila Investment Management held 11,000 shares of Exelon worth $446K as of Q3 2024.
  • Exelon was a new Aquila Investment Management position in Q3 2024.
  • Exelon made up 0.5% of Aquila Investment Management's portfolio in Q3 2024, its #48 holding.
  • Aquila Investment Management first reported a position in Exelon in Q2 2022 and has held it in 2 quarters since.
  • Aquila Investment Management's Exelon position peaked at $1.54M in Q2 2022.
  • 1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.