Arete Wealth Advisors’s Exelon EXC Stock Holding History

Arete Wealth Advisors’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
2025 Q4	–	Sell	-7,080	Closed	-$319K	–	485
2025 Q3	$319K	Buy	7,080 +162	+2%	+$7.12K	0.02%	576
2025 Q2	$300K	Buy	+6,918	New	+$308K	0.02%	557
2022 Q1	–	Sell	-4,952	Closed	-$204K	–	521
2021 Q4	$204K	Buy	+4,952	New	+$187K	0.02%	478
2019 Q4	–	Sell	-7,565	Closed	-$261K	–	399
2019 Q3	$261K	Sell	7,565 -1,538	-17%	-$51.6K	0.05%	319
2019 Q2	$311K	Buy	+9,103	New	+$321K	0.06%	288
2019 Q1	–	Sell	-20,933	Closed	-$673K	–	394
2018 Q4	$673K	Buy	20,933 +1,958	+10%	+$62.6K	0.16%	157
2018 Q3	$591K	Buy	18,975 +114	+0.6%	+$3.51K	0.13%	172
2018 Q2	$573K	Buy	18,861 +4,210	+29%	+$121K	0.14%	176
2018 Q1	$408K	Buy	+14,651	New	+$396K	0.14%	188

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arete Wealth Advisors's EXC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Exelon (EXC) in Q4 2025, closing a stake of 7,080 shares — an estimated $319K sold.

Arete Wealth Advisors first reported a position in EXC in Q1 2018 and held it in 9 quarters. The position peaked at $673K in Q4 2018. 1,251 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Arete Wealth Advisors reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 7,080 Exelon shares in Q4 2025, an estimated $319K.
Arete Wealth Advisors first reported a position in Exelon in Q1 2018 and held it in 9 quarters.
Arete Wealth Advisors's Exelon position peaked at $673K in Q4 2018.
1,251 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.