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Callan Capital’s Exelon EXC Stock Holding History

Callan Capital’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 		$618K Buy
13,417
+1,318
+11% +$55.1K 0.05% 177
2024
Q4 		$455K Buy
12,099
+6,349
+110% +$246K 0.03% 190
2024
Q3 		$233K Buy
+5,750
New +$216K 0.02% 307

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Callan Capital's EXC Position: Q1 2025 in Review

Callan Capital increased its Exelon (EXC) stake by 11% in Q1 2025, buying an estimated $55.1K and bringing the position to 13,417 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #177.

Callan Capital first reported a position in EXC in Q3 2024 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Callan Capital held 13,417 shares of Exelon worth $618K as of Q1 2025.
  • Callan Capital bought 1,318 Exelon shares in Q1 2025, an estimated $55.1K.
  • Exelon made up 0.05% of Callan Capital's portfolio in Q1 2025, its #177 holding.
  • Callan Capital first reported a position in Exelon in Q3 2024 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.