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Cassady Schiller Wealth Management’s Exelon EXC Stock Holding History

Cassady Schiller 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
2024
Q4 		$3.09K Buy
82
+58
+242% +$2.25K ﹤0.01% 502
2024
Q3 		$973 Hold
24
– – ﹤0.01% 424
2024
Q2 		$831 Hold
24
– – ﹤0.01% 435
2024
Q1 		$902 Buy
+24
New +$858 ﹤0.01% 459
2022
Q1 		– Sell
-39
Closed -$2K – 273
2021
Q4 		$2K Buy
+39
New +$1.47K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

Cassady Schiller Wealth Management's EXC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Exelon (EXC) stake by 242% in Q4 2024, buying an estimated $2.25K and bringing the position to 82 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Cassady Schiller Wealth Management first reported a position in EXC in Q4 2021 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Cassady Schiller Wealth Management held 82 shares of Exelon worth $3.09K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 58 Exelon shares in Q4 2024, an estimated $2.25K.
  • Exelon made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #502 holding.
  • Cassady Schiller Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 5 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.