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Bellwether Advisors’s Exelon EXC Stock Holding History

Bellwether 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
Q3 		– Sell
-57
Closed -$2.48K – 288
2025
Q2 		$2.48K Buy
57
+7
+14% +$312 ﹤0.01% 480
2025
Q1 		$2.3K Hold
50
– – ﹤0.01% 425
2024
Q4 		$1.88K Buy
+50
New +$1.94K ﹤0.01% 447
2022
Q2 		– Sell
-52,277
Closed -$2.49M – 459
2022
Q1 		$2.49M Buy
52,277
+13,477
+35% +$571K 0.74% 28
2021
Q4 		$1.6M Buy
38,800
+11,375
+41% +$428K 0.5% 39
2021
Q3 		$945K Buy
+27,425
New +$937K 0.31% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Advisors's EXC Position: Q3 2025 in Review

Bellwether Advisors sold out of Exelon (EXC) in Q3 2025, closing a stake of 57 shares — an estimated $2.48K sold.

Bellwether Advisors first reported a position in EXC in Q3 2021 and held it in 6 quarters. The position peaked at $2.49M in Q1 2022. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Bellwether Advisors reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 57 Exelon shares in Q3 2025, an estimated $2.48K.
  • Bellwether Advisors first reported a position in Exelon in Q3 2021 and held it in 6 quarters.
  • Bellwether Advisors's Exelon position peaked at $2.49M in Q1 2022.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.