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Cidel Asset Management’s Exelon EXC Stock Holding History

Cidel Asset 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
2026
Q1 		$525K Buy
10,720
+1,721
+19% +$80.1K 0.03% 229
2025
Q4 		$392K Sell
8,999
-500
-5% -$22.8K 0.03% 236
2025
Q3 		$428K Sell
9,499
-390
-4% -$17.1K 0.02% 223
2025
Q2 		$429K Sell
9,889
-1,428
-13% -$63.6K 0.03% 213
2025
Q1 		$521K Sell
11,317
-496
-4% -$20.7K 0.03% 181
2024
Q4 		$445K Buy
11,813
+438
+4% +$17K 0.03% 200
2024
Q3 		$461K Buy
11,375
+363
+3% +$13.6K 0.03% 208
2024
Q2 		$381K Buy
11,012
+491
+5% +$18.1K 0.03% 213
2024
Q1 		$395K Buy
10,521
+639
+6% +$22.8K 0.03% 213
2023
Q4 		$355K Buy
+9,882
New +$381K 0.02% 230

Other funds holding EXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return