Beacon Capital Management LLC (Tennessee)’s Exelon EXC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-670	Closed	-$29.1K	–	407
2025 Q2	$29.1K	Buy	670 +6	+0.9%	+$267	﹤0.01%	431
2025 Q1	$30.6K	Buy	664 +6	+0.9%	+$251	﹤0.01%	401
2024 Q4	$24.8K	Sell	658 -49	-7%	-$1.9K	﹤0.01%	432
2024 Q3	$28.7K	Hold	707	–	–	﹤0.01%	421
2024 Q2	$24.5K	Hold	707	–	–	﹤0.01%	418
2024 Q1	$26.6K	Hold	707	–	–	0.01%	404
2023 Q4	$26.7K	Hold	707	–	–	0.01%	330
2023 Q3	$28.8K	Hold	707	–	–	0.01%	344
2023 Q2	$28.8K	Hold	707	–	–	0.01%	344
2023 Q1	$29.6K	Hold	707	–	–	0.01%	306
2022 Q4	$30.6K	Sell	707 -86	-11%	-$3.4K	0.01%	304
2022 Q3	$37K	Hold	793	–	–	0.01%	250
2022 Q2	$38K	Hold	793	–	–	0.01%	283
2022 Q1	$38K	Buy	+793	New	+$33.6K	0.01%	283

Other funds holding EXC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Beacon Capital Management LLC (Tennessee)'s EXC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Exelon (EXC) in Q3 2025, closing a stake of 670 shares — an estimated $29.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EXC in Q1 2022 and held it in 14 quarters. The position peaked at $38K in Q2 2022. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 670 Exelon shares in Q3 2025, an estimated $29.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Exelon in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Exelon position peaked at $38K in Q2 2022.
1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.