AWA
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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
2026
Q1 		– Sell
-7,094
Closed -$309K – 444
2025
Q4 		$309K Buy
7,094
+14
+0.2% +$639 0.02% 588
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

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