BSW
EXC icon

Buckingham Strategic Wealth’s Exelon EXC Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$831K Buy
24,007
+388
+2% +$14.3K 0.01% 363
2024
Q1 		$887K Sell
23,619
-43
-0.2% -$1.54K 0.01% 355
2023
Q4 		$849K Buy
23,662
+402
+2% +$15.5K 0.01% 351
2023
Q3 		$879K Sell
23,260
-178
-0.8% -$7.25K 0.01% 311
2023
Q2 		$955K Buy
23,438
+155
+0.7% +$6.41K 0.01% 306
2023
Q1 		$1.01M Hold
23,283
– – 0.02% 268
2022
Q4 		$1.01M Buy
23,283
+3,494
+18% +$138K 0.02% 269
2022
Q3 		$741K Sell
19,789
-14
-0.1% -$619 0.02% 294
2022
Q2 		$897K Buy
19,803
+2,511
+15% +$118K 0.02% 275
2022
Q1 		$824K Sell
17,292
-6,678
-28% -$283K 0.02% 275
2021
Q4 		$988K Buy
23,970
+247
+1% +$9.3K 0.02% 260
2021
Q3 		$818K Buy
23,723
+3,387
+17% +$116K 0.02% 276
2021
Q2 		$643K Buy
20,336
+1,150
+6% +$37K 0.02% 308
2021
Q1 		$599K Buy
19,186
+3,922
+26% +$118K 0.03% 297
2020
Q4 		$460K Buy
15,264
+52
+0.3% +$1.53K 0.02% 331
2020
Q3 		$388K Buy
15,212
+6,908
+83% +$183K 0.03% 313
2020
Q2 		$215K Sell
8,304
-564
-6% -$15K 0.02% 366
2020
Q1 		$233K Sell
8,868
-4,632
-34% -$146K 0.02% 396
2019
Q4 		$439K Buy
13,500
+3,295
+32% +$107K 0.04% 273
2019
Q3 		$352K Buy
10,205
+2,711
+36% +$91K 0.04% 289
2019
Q2 		$256K Buy
7,494
+1,559
+26% +$55K 0.03% 370
2019
Q1 		$212K Buy
+5,935
New +$202K 0.03% 380
2016
Q3 		– Sell
-7,718
Closed -$200K – 235
2016
Q2 		$200K Buy
+7,718
New +$191K 0.07% 224

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Buckingham Strategic Wealth's EXC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Exelon (EXC) stake by 1.6% in Q2 2024, buying an estimated $14.3K and bringing the position to 24,007 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #363.

Buckingham Strategic Wealth first reported a position in EXC in Q2 2016 and has held it in 23 quarters since. The position peaked at $1.01M in Q1 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Buckingham Strategic Wealth held 24,007 shares of Exelon worth $831K as of Q2 2024.
  • Buckingham Strategic Wealth bought 388 Exelon shares in Q2 2024, an estimated $14.3K.
  • Exelon made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #363 holding.
  • Buckingham Strategic Wealth first reported a position in Exelon in Q2 2016 and has held it in 23 quarters since.
  • Buckingham Strategic Wealth's Exelon position peaked at $1.01M in Q1 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.