B. Riley Wealth Advisors’s Exelon EXC Stock Holding History

B. Riley Wealth 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
2025 Q2	–	Sell	-8,712	Closed	-$401K	–	1142
2025 Q1	$401K	Buy	+8,712	New	+$364K	0.01%	838

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

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

B. Riley Wealth Advisors's EXC Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Exelon (EXC) in Q2 2025, closing a stake of 15,097 shares — an estimated $696K sold.

B. Riley Wealth Advisors first reported a position in EXC in Q2 2013 and held it in 48 quarters. The position peaked at $2.84M in Q4 2014. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 15,097 Exelon shares in Q2 2025, an estimated $696K.
B. Riley Wealth Advisors first reported a position in Exelon in Q2 2013 and held it in 48 quarters.
B. Riley Wealth Advisors's Exelon position peaked at $2.84M in Q4 2014.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.