AAS
EXC icon

Avantax Advisory Services’s Exelon EXC Stock Holding History

Avantax Advisory Services’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 		$3.04M Buy
70,054
+18,636
+36% +$830K 0.02% 615
2025
Q1 		$2.37M Buy
51,418
+5,130
+11% +$214K 0.01% 670
2024
Q4 		$1.74M Buy
46,288
+1,935
+4% +$75.1K 0.01% 776
2024
Q3 		$1.8M Buy
44,353
+9,802
+28% +$369K 0.01% 755
2024
Q2 		$1.2M Buy
34,551
+19,818
+135% +$731K 0.01% 888
2024
Q1 		$554K Sell
14,733
-719
-5% -$25.7K ﹤0.01% 986
2023
Q4 		$555K Sell
15,452
-4,034
-21% -$155K 0.01% 942
2023
Q3 		$736K Buy
19,486
+568
+3% +$23.1K 0.01% 794
2023
Q2 		$771K Buy
18,918
+59
+0.3% +$2.44K 0.01% 779
2023
Q1 		$790K Buy
18,859
+1,681
+10% +$70.1K 0.01% 739
2022
Q4 		$743K Buy
17,178
+1,391
+9% +$55K 0.01% 721
2022
Q3 		$591K Buy
15,787
+3,857
+32% +$171K 0.01% 712
2022
Q2 		$541K Buy
11,930
+24
+0.2% +$1.13K 0.01% 754
2022
Q1 		$566K Sell
11,906
-4,297
-27% -$182K 0.01% 742
2021
Q4 		$668K Buy
16,203
+1,073
+7% +$40.4K 0.01% 659
2021
Q3 		$524K Sell
15,130
-1,320
-8% -$45.1K 0.01% 708
2021
Q2 		$517K Sell
16,450
-4,295
-21% -$138K 0.01% 702
2021
Q1 		$644K Buy
20,745
+992
+5% +$29.8K 0.01% 542
2020
Q4 		$596K Sell
19,753
-25,035
-56% -$739K 0.01% 502
2020
Q3 		$1.14M Buy
44,788
+25,746
+135% +$683K 0.02% 507
2020
Q2 		$492K Buy
19,042
+3,344
+21% +$88.8K 0.01% 486
2020
Q1 		$413K Sell
15,698
-8,426
-35% -$265K 0.01% 484
2019
Q4 		$783K Buy
24,124
+7,346
+44% +$238K 0.02% 386
2019
Q3 		$580K Buy
16,778
+860
+5% +$28.9K 0.02% 300
2019
Q2 		$544K Sell
15,918
-333
-2% -$11.8K 0.02% 281
2019
Q1 		$581K Buy
16,251
+742
+5% +$25.3K 0.03% 251
2018
Q4 		$499K Buy
+15,509
New +$496K 0.08% 226

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
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

Avantax Advisory Services's EXC Position: Q2 2025 in Review

Avantax Advisory Services increased its Exelon (EXC) stake by 36% in Q2 2025, buying an estimated $830K and bringing the position to 70,054 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #615.

Avantax Advisory Services first reported a position in EXC in Q4 2018 and has held it in 27 quarters since. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Avantax Advisory Services held 70,054 shares of Exelon worth $3.04M as of Q2 2025.
  • Avantax Advisory Services bought 18,636 Exelon shares in Q2 2025, an estimated $830K.
  • Exelon made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #615 holding.
  • Avantax Advisory Services first reported a position in Exelon in Q4 2018 and has held it in 27 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.