Congress Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Other funds holding EXC
Congress Wealth Management's EXC Position: Q2 2025 in Review
Congress Wealth Management increased its Exelon (EXC) stake by 5.4% in Q2 2025, buying an estimated $41.2K and bringing the position to 18,145 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #771.
Congress Wealth Management first reported a position in EXC in Q4 2023 and has held it in 4 quarters since. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.
- Congress Wealth Management held 18,145 shares of Exelon worth $788K as of Q2 2025.
- Congress Wealth Management bought 925 Exelon shares in Q2 2025, an estimated $41.2K.
- Exelon made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #771 holding.
- Congress Wealth Management first reported a position in Exelon in Q4 2023 and has held it in 4 quarters since.
- 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.