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Blackston Financial Advisory Group’s Exelon EXC Stock Holding History

Blackston Financial Advisory Group’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
Q1 		– Sell
-9,455
Closed -$356K – 109
2024
Q4 		$356K Buy
9,455
+616
+7% +$23.9K 0.18% 85
2024
Q3 		$358K Buy
8,839
+2,863
+48% +$108K 0.19% 84
2024
Q2 		$207K Buy
+5,976
New +$221K 0.12% 83

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackston Financial Advisory Group's EXC Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of Exelon (EXC) in Q1 2025, closing a stake of 9,455 shares — an estimated $356K sold.

Blackston Financial Advisory Group first reported a position in EXC in Q2 2024 and held it in 3 quarters. The position peaked at $358K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 9,455 Exelon shares in Q1 2025, an estimated $356K.
  • Blackston Financial Advisory Group first reported a position in Exelon in Q2 2024 and held it in 3 quarters.
  • Blackston Financial Advisory Group's Exelon position peaked at $358K in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.