CFO
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Callan Family Office’s Exelon EXC Stock Holding History

Callan Family Office’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$785K Buy
18,075
+12,306
+213% +$534K 0.02% 454
2025
Q1 		$266K Sell
5,769
-598
-9% -$27.6K 0.02% 453
2024
Q4 		$240K Buy
+6,367
New +$240K 0.02% 555