Claris Advisors’s Exelon EXC Stock Holding History

Claris Advisors’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	–	Sell	-12	Closed	-$487	–	417
2024 Q3	$487	Buy	+12	New	+$451	﹤0.01%	660

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claris Advisors's EXC Position: Q4 2024 in Review

Claris Advisors sold out of Exelon (EXC) in Q4 2024, closing a stake of 12 shares — an estimated $487 sold.

Claris Advisors first reported a position in EXC in Q3 2024 and held it in 1 quarter. The position peaked at $487 in Q3 2024. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

Claris Advisors reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 12 Exelon shares in Q4 2024, an estimated $487.
Claris Advisors first reported a position in Exelon in Q3 2024 and held it in 1 quarter.
Claris Advisors's Exelon position peaked at $487 in Q3 2024.
1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.