Camarda Financial Advisors’s Exelon EXC Stock Holding History

Camarda Financial Advisors’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	-21,104	Closed	-$972K	–	106
2025 Q1	$972K	Buy	+21,104	New	+$882K	0.44%	59
2019 Q2	–	Sell	-108	Closed	-$4K	–	512
2019 Q1	$4K	Buy	+108	New	+$3.68K	0.01%	244
2015 Q3	–	Sell	-701	Closed	-$16K	–	181
2015 Q2	$16K	Sell	701 -2,396	-77%	-$57.4K	0.01%	172
2015 Q1	$74K	Hold	3,097	–	–	0.04%	116
2014 Q4	$82K	Hold	3,097	–	–	0.05%	105
2014 Q3	$75K	Buy	3,097 +739	+31%	+$17.3K	0.05%	103
2014 Q2	$61K	Hold	2,358	–	–	0.04%	124
2014 Q1	$56K	Buy	+2,358	New	+$49.6K	0.04%	110

Other funds holding EXC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 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

Camarda Financial Advisors's EXC Position: Q2 2025 in Review

Camarda Financial Advisors sold out of Exelon (EXC) in Q2 2025, closing a stake of 21,104 shares — an estimated $972K sold.

Camarda Financial Advisors first reported a position in EXC in Q1 2014 and held it in 8 quarters. The position peaked at $972K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Camarda Financial Advisors reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Camarda Financial Advisors sold 21,104 Exelon shares in Q2 2025, an estimated $972K.
Camarda Financial Advisors first reported a position in Exelon in Q1 2014 and held it in 8 quarters.
Camarda Financial Advisors's Exelon position peaked at $972K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Camarda Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.