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Capital A Wealth Management’s Exelon EXC Stock Holding History

Capital A 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 		$43.3K Buy
1,205
+1,183
+5,377% +$52.7K 0.48% 57
2025
Q1 		$1.01K Sell
22
-31
-58% -$1.3K ﹤0.01% 529
2024
Q4 		$2K Buy
+53
New +$2.06K ﹤0.01% 475

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital A Wealth Management's EXC Position: Q2 2025 in Review

Capital A Wealth Management increased its Exelon (EXC) stake by 5,377% in Q2 2025, buying an estimated $52.7K and bringing the position to 1,205 shares worth $43.3K. The position accounts for 0.48% of the portfolio, ranked #57.

Capital A Wealth Management first reported a position in EXC in Q4 2024 and has held it in 3 quarters since. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Capital A Wealth Management held 1,205 shares of Exelon worth $43.3K as of Q2 2025.
  • Capital A Wealth Management bought 1,183 Exelon shares in Q2 2025, an estimated $52.7K.
  • Exelon made up 0.48% of Capital A Wealth Management's portfolio in Q2 2025, its #57 holding.
  • Capital A Wealth Management first reported a position in Exelon in Q4 2024 and has held it in 3 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.