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Clean Yield Group’s Exelon EXC Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-174
Closed -$6.54K – 377
2024
Q1 		$6.54K Hold
174
– – ﹤0.01% 335
2023
Q4 		$6.25K Hold
174
– – ﹤0.01% 330
2023
Q3 		$6.97K Sell
174
-142
-45% -$5.79K ﹤0.01% 332
2023
Q2 		$12.9K Buy
316
+142
+82% +$5.87K 0.01% 313
2023
Q1 		$7.29K Sell
174
-174
-50% -$7.25K ﹤0.01% 348
2022
Q4 		$15K Buy
+348
New +$13.7K 0.01% 312
2022
Q2 		– Sell
-20
Closed -$1K – 436
2022
Q1 		$1K Buy
+20
New +$847 ﹤0.01% 455
2016
Q3 		– Sell
-105
Closed -$3K – 324
2016
Q2 		$3K Buy
+105
New +$2.6K ﹤0.01% 283

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Clean Yield Group's EXC Position: Q2 2024 in Review

Clean Yield Group sold out of Exelon (EXC) in Q2 2024, closing a stake of 174 shares — an estimated $6.54K sold.

Clean Yield Group first reported a position in EXC in Q2 2016 and held it in 8 quarters. The position peaked at $15K in Q4 2022. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Clean Yield Group reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • Clean Yield Group sold 174 Exelon shares in Q2 2024, an estimated $6.54K.
  • Clean Yield Group first reported a position in Exelon in Q2 2016 and held it in 8 quarters.
  • Clean Yield Group's Exelon position peaked at $15K in Q4 2022.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.