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Avestar Capital’s Exelon EXC Stock Holding History

Avestar Capital’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 		– Sell
-4,625
Closed -$213K – 498
2025
Q1 		$213K Sell
4,625
-950
-17% -$39.7K 0.02% 443
2024
Q4 		$210K Buy
5,575
+508
+10% +$19.7K 0.02% 471
2024
Q3 		$205K Buy
+5,067
New +$191K 0.02% 440
2019
Q3 		– Sell
-139
Closed -$3K – 393
2019
Q2 		$3K Hold
139
– – ﹤0.01% 632
2019
Q1 		$3K Hold
139
– – ﹤0.01% 611
2018
Q4 		$3K Hold
139
– – ﹤0.01% 588
2018
Q3 		$3K Buy
139
+30
+28% +$923 ﹤0.01% 595
2018
Q2 		$2K Buy
109
+47
+76% +$1.35K ﹤0.01% 675
2018
Q1 		$1K Buy
62
+17
+38% +$459 ﹤0.01% 712
2017
Q4 		$1K Buy
+45
New +$1.29K ﹤0.01% 690

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

Avestar Capital's EXC Position: Q2 2025 in Review

Avestar Capital sold out of Exelon (EXC) in Q2 2025, closing a stake of 4,625 shares — an estimated $213K sold.

Avestar Capital first reported a position in EXC in Q4 2017 and held it in 10 quarters. The position peaked at $213K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Avestar Capital reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Avestar Capital sold 4,625 Exelon shares in Q2 2025, an estimated $213K.
  • Avestar Capital first reported a position in Exelon in Q4 2017 and held it in 10 quarters.
  • Avestar Capital's Exelon position peaked at $213K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.