B.O.S.S. Retirement Advisors’s Exelon EXC Stock Holding History

B.O.S.S. Retirement Advisors’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
2024 Q4	–	Sell	-108,910	Closed	-$4.42M	–	222
2024 Q3	$4.42M	Buy	108,910 +13,304	+14%	+$500K	0.89%	36
2024 Q2	$3.31M	Sell	95,606 -3,332	-3%	-$123K	0.85%	40
2024 Q1	$3.55M	Sell	98,938 -4,937	-5%	-$176K	1.36%	16
2023 Q4	$3.73M	Buy	103,875 +4,011	+4%	+$154K	0.72%	32
2023 Q3	$3.77M	Buy	99,864 +3,776	+4%	+$154K	0.81%	23
2023 Q2	$3.91M	Buy	96,088 +42,502	+79%	+$1.76M	0.83%	23
2023 Q1	$2.24M	Buy	53,586 +4,233	+9%	+$176K	0.53%	56
2022 Q4	$2.13M	Buy	+49,353	New	+$1.95M	0.55%	62

Other funds holding EXC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B.O.S.S. Retirement Advisors's EXC Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Exelon (EXC) in Q4 2024, closing a stake of 108,910 shares — an estimated $4.42M sold.

B.O.S.S. Retirement Advisors first reported a position in EXC in Q4 2022 and held it in 8 quarters. The position peaked at $4.42M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 108,910 Exelon shares in Q4 2024, an estimated $4.42M.
B.O.S.S. Retirement Advisors first reported a position in Exelon in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Exelon position peaked at $4.42M in Q3 2024.
1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.