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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return