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Atria Wealth Solutions’s Exelon EXC Stock Holding History

Atria Wealth Solutions’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
Q2 		$385K Sell
8,863
-6,627
-43% -$295K 0.01% 1043
2025
Q1 		$714K Buy
15,490
+1,592
+11% +$66.5K 0.01% 1022
2024
Q4 		$523K Sell
13,898
-169
-1% -$6.56K 0.01% 1259
2024
Q3 		$570K Buy
14,067
+255
+2% +$9.59K 0.01% 1180
2024
Q2 		$478K Sell
13,812
-2,190
-14% -$80.8K 0.01% 1258
2024
Q1 		$601K Buy
16,002
+1,150
+8% +$41.1K 0.01% 1172
2023
Q4 		$533K Buy
14,852
+37
+0.2% +$1.43K 0.01% 1175
2023
Q3 		$560K Buy
14,815
+23
+0.2% +$937 0.01% 1082
2023
Q2 		$603K Sell
14,792
-159
-1% -$6.57K 0.01% 1065
2023
Q1 		$626K Buy
14,951
+2,474
+20% +$103K 0.01% 1009
2022
Q4 		$539K Sell
12,477
-42,995
-78% -$1.7M 0.01% 1041
2022
Q3 		$2.08M Buy
55,472
+11,291
+26% +$499K 0.04% 468
2022
Q2 		$2M Buy
44,181
+39,970
+949% +$1.88M 0.04% 447
2022
Q1 		$201K Buy
+4,211
New +$178K ﹤0.01% 1597

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Atria Wealth Solutions's EXC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Exelon (EXC) stake by 43% in Q2 2025, selling an estimated $295K and leaving 8,863 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1043.

Atria Wealth Solutions first reported a position in EXC in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q3 2022. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Atria Wealth Solutions held 8,863 shares of Exelon worth $385K as of Q2 2025.
  • Atria Wealth Solutions sold 6,627 Exelon shares in Q2 2025, an estimated $295K.
  • Exelon made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1043 holding.
  • Atria Wealth Solutions first reported a position in Exelon in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Exelon position peaked at $2.08M in Q3 2022.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.