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

B. Riley Wealth Management’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
2022 Q2	$204	Buy	+4,502	New	+$212K	﹤0.01%	656
2015 Q3	–	Sell	-450	Closed	-$10K	–	336
2015 Q2	$10K	Sell	450 -991	-69%	-$23.7K	0.01%	738
2015 Q1	$34K	Sell	1,441 -274	-16%	-$6.79K	0.03%	491
2014 Q4	$45K	Sell	1,715 -565	-25%	-$14.5K	0.04%	408
2014 Q3	$55K	Sell	2,280 -1,093	-32%	-$25.6K	0.04%	391
2014 Q2	$87K	Buy	3,373 +28	+0.8%	+$714	0.06%	373
2014 Q1	$80K	Buy	+3,345	New	+$70.4K	0.06%	350

Other funds holding EXC

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Management's EXC Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Exelon (EXC) in Q2 2022: 4,502 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in EXC as recently as Q2 2015.

B. Riley Wealth Management first reported a position in EXC in Q1 2014 and has held it in 7 quarters since. The position peaked at $87K in Q2 2014. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

B. Riley Wealth Management held 4,502 shares of Exelon worth $204 as of Q2 2022.
Exelon was a new B. Riley Wealth Management position in Q2 2022.
Exelon made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #656 holding.
B. Riley Wealth Management first reported a position in Exelon in Q1 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's Exelon position peaked at $87K in Q2 2014.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.