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Carolinas Wealth Consulting’s Exelon EXC Stock Holding History

Carolinas Wealth Consulting’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
-245
Closed -$11.3K – 296
2025
Q1 		$11.3K Sell
245
-23
-9% -$961 ﹤0.01% 521
2024
Q4 		$10.1K Buy
268
+2
+0.8% +$78 ﹤0.01% 545
2024
Q3 		$10.8K Buy
266
+12
+5% +$451 ﹤0.01% 555
2024
Q2 		$8.79K Buy
254
+47
+23% +$1.74K ﹤0.01% 577
2024
Q1 		$7.78K Buy
207
+10
+5% +$357 ﹤0.01% 595
2023
Q4 		$7.07K Hold
197
– – ﹤0.01% 582
2023
Q3 		$7.67K Sell
197
-239
-55% -$9.74K ﹤0.01% 553
2023
Q2 		$17.8K Buy
436
+2
+0.5% +$83 ﹤0.01% 498
2023
Q1 		$18.2K Buy
434
+2
+0.5% +$83 ﹤0.01% 508
2022
Q4 		$18.7K Buy
432
+17
+4% +$672 ﹤0.01% 508
2022
Q3 		$16K Buy
415
+1
+0.2% +$44 ﹤0.01% 478
2022
Q2 		$19K Buy
414
+2
+0.5% +$94 ﹤0.01% 455
2022
Q1 		$20K Sell
412
-164
-28% -$6.95K ﹤0.01% 479
2021
Q4 		$24K Buy
576
+3
+0.5% +$113 0.01% 456
2021
Q3 		$20K Buy
573
+297
+108% +$10.1K ﹤0.01% 469
2021
Q2 		$9K Hold
276
– – ﹤0.01% 615
2021
Q1 		$9K Hold
276
– – ﹤0.01% 627
2020
Q4 		$8K Hold
276
– – ﹤0.01% 597
2020
Q3 		$7K Buy
276
+77
+39% +$2.04K ﹤0.01% 527
2020
Q2 		$5K Buy
+199
New +$5.28K ﹤0.01% 397

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Carolinas Wealth Consulting's EXC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Exelon (EXC) in Q2 2025, closing a stake of 245 shares — an estimated $11.3K sold.

Carolinas Wealth Consulting first reported a position in EXC in Q2 2020 and held it in 20 quarters. The position peaked at $24K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 245 Exelon shares in Q2 2025, an estimated $11.3K.
  • Carolinas Wealth Consulting first reported a position in Exelon in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Exelon position peaked at $24K in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.