Brass Tax Wealth Management’s Exelon EXC Stock Holding History

Brass Tax 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	-4,472	Closed	-$206K	–	231
2025 Q1	$206K	Buy	+4,472	New	+$187K	0.04%	211

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

Brass Tax Wealth Management's EXC Position: Q2 2025 in Review

Brass Tax Wealth Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 4,472 shares — an estimated $206K sold.

Brass Tax Wealth Management first reported a position in EXC in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 1,178 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Brass Tax Wealth Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Brass Tax Wealth Management sold 4,472 Exelon shares in Q2 2025, an estimated $206K.
Brass Tax Wealth Management first reported a position in Exelon in Q1 2025 and held it in 1 quarter.
Brass Tax Wealth Management's Exelon position peaked at $206K in Q1 2025.
1,178 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Brass Tax Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.