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CIC Wealth’s Exelon EXC Stock Holding History

CIC Wealth’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
Q3 		$220K Buy
+5,420
New +$204K 0.06% 163
2024
Q2 		– Sell
-5,393
Closed -$203K – 162
2024
Q1 		$203K Sell
5,393
-642
-11% -$22.9K 0.06% 156
2023
Q4 		$217K Buy
6,035
+12
+0.2% +$462 0.07% 148
2023
Q3 		$228K Buy
6,023
+11
+0.2% +$448 0.08% 135
2023
Q2 		$245K Sell
6,012
-81
-1% -$3.35K 0.08% 134
2023
Q1 		$255K Buy
6,093
+10
+0.2% +$417 0.1% 129
2022
Q4 		$263K Buy
+6,083
New +$240K 0.11% 123

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return