Bivin & Associates’s Exelon EXC Stock Holding History

Bivin & Associates’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	$1K	Hold	20	–	–	﹤0.01%	263
2022 Q1	$1K	Sell	20 -8	-29%	-$339	﹤0.01%	292
2021 Q4	$1K	Buy	+28	New	+$1.05K	﹤0.01%	305

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 $609B AUM 40.19% 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

Bivin & Associates's EXC Position: Q2 2022 in Review

Bivin & Associates held its Exelon (EXC) position steady in Q2 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Bivin & Associates first reported a position in EXC in Q4 2021 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Bivin & Associates held 20 shares of Exelon worth $1K as of Q2 2022.
Bivin & Associates left its Exelon share count unchanged in Q2 2022.
Exelon made up ﹤0.01% of Bivin & Associates's portfolio in Q2 2022, its #263 holding.
Bivin & Associates first reported a position in Exelon in Q4 2021 and has held it in 3 quarters since.
1,019 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.