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Barnes Dennig Private Wealth Management’s Exelon EXC Stock Holding History

Barnes Dennig Private 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
2025
Q2 		– Sell
-170
Closed -$7.83K – 305
2025
Q1 		$7.83K Buy
+170
New +$7.11K 0.01% 146

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

Barnes Dennig Private Wealth Management's EXC Position: Q2 2025 in Review

Barnes Dennig Private Wealth Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 170 shares — an estimated $7.83K sold.

Barnes Dennig Private Wealth Management first reported a position in EXC in Q1 2025 and held it in 1 quarter. The position peaked at $7.83K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Barnes Dennig Private Wealth Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 170 Exelon shares in Q2 2025, an estimated $7.83K.
  • Barnes Dennig Private Wealth Management first reported a position in Exelon in Q1 2025 and held it in 1 quarter.
  • Barnes Dennig Private Wealth Management's Exelon position peaked at $7.83K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.