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Aurora Private Wealth’s Exelon EXC Stock Holding History

Aurora Private Wealth’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 		$216K Hold
4,979
– – 0.16% 149
2025
Q1 		$229K Buy
+4,979
New +$208K 0.18% 127
2024
Q4 		– Sell
-4,979
Closed -$202K – 160
2024
Q3 		$202K Buy
+4,979
New +$187K 0.16% 147
2023
Q4 		– Sell
-5,419
Closed -$205K – 161
2023
Q3 		$205K Hold
5,419
– – 0.23% 121
2023
Q2 		$221K Hold
5,419
– – 0.25% 114
2023
Q1 		$227K Sell
5,419
-89
-2% -$3.71K 0.24% 125
2022
Q4 		$238K Buy
5,508
+1
+0% +$40 0.27% 117
2022
Q3 		$206K Buy
5,507
+1
+0% +$44 0.1% 157
2022
Q2 		$250K Sell
5,506
-3
-0.1% -$141 0.11% 134
2022
Q1 		$262K Sell
5,509
-2,213
-29% -$93.7K 0.11% 155
2021
Q4 		$318K Buy
7,722
+1
+0% +$38 0.14% 131
2021
Q3 		$266K Hold
7,721
– – 0.11% 166
2021
Q2 		$244K Buy
7,721
+2
+0% +$64 0.1% 173
2021
Q1 		$241K Sell
7,719
-176
-2% -$5.29K 0.1% 175
2020
Q4 		$238K Sell
7,895
-699
-8% -$20.6K 0.1% 175
2020
Q3 		$219K Buy
8,594
+1
+0% +$27 0.09% 168
2020
Q2 		$222K Sell
8,593
-8,589
-50% -$228K 0.1% 149
2020
Q1 		$451K Buy
17,182
+8,592
+100% +$270K 0.16% 132
2019
Q4 		$279K Buy
+8,590
New +$278K 0.1% 148

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

Aurora Private Wealth's EXC Position: Q2 2025 in Review

Aurora Private Wealth held its Exelon (EXC) position steady in Q2 2025 at 4,979 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #149.

Aurora Private Wealth first reported a position in EXC in Q4 2019 and has held it in 19 quarters since. The position peaked at $451K in Q1 2020. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Aurora Private Wealth held 4,979 shares of Exelon worth $216K as of Q2 2025.
  • Aurora Private Wealth left its Exelon share count unchanged in Q2 2025.
  • Exelon made up 0.16% of Aurora Private Wealth's portfolio in Q2 2025, its #149 holding.
  • Aurora Private Wealth first reported a position in Exelon in Q4 2019 and has held it in 19 quarters since.
  • Aurora Private Wealth's Exelon position peaked at $451K in Q1 2020.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.