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Continuum Advisory’s Exelon EXC Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-1,239
Closed -$57.1K – 772
2025
Q1 		$57.1K Buy
1,239
+189
+18% +$7.9K 0.01% 638
2024
Q4 		$39.5K Sell
1,050
-266
-20% -$10.3K 0.01% 706
2024
Q3 		$50.2K Buy
1,316
+79
+6% +$2.97K 0.01% 659
2024
Q2 		$42.8K Buy
1,237
+7
+0.6% +$258 0.01% 639
2024
Q1 		$47.1K Buy
+1,230
New +$44K 0.01% 612

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Continuum Advisory's EXC Position: Q2 2025 in Review

Continuum Advisory sold out of Exelon (EXC) in Q2 2025, closing a stake of 1,239 shares — an estimated $57.1K sold.

Continuum Advisory first reported a position in EXC in Q1 2024 and held it in 5 quarters. The position peaked at $57.1K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Continuum Advisory reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,239 Exelon shares in Q2 2025, an estimated $57.1K.
  • Continuum Advisory first reported a position in Exelon in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Exelon position peaked at $57.1K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.