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Coppell Advisory Solutions’s Exelon EXC Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-331
Closed -$12.5K – 821
2024
Q4 		$12.5K Buy
331
+327
+8,175% +$12.7K ﹤0.01% 1034
2024
Q3 		$162 Sell
4
-129
-97% -$4.85K ﹤0.01% 1748
2024
Q2 		$4.6K Buy
+133
New +$4.91K ﹤0.01% 1218
2023
Q4 		$2.51K Buy
70
+66
+1,650% +$2.54K ﹤0.01% 1251
2023
Q3 		$173 Hold
4
– – ﹤0.01% 1123
2023
Q2 		$160 Buy
+4
New +$165 ﹤0.01% 1345
2023
Q1 		– Sell
-4
Closed -$173 – 486
2022
Q4 		$173 Buy
+4
New +$158 ﹤0.01% 1124

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coppell Advisory Solutions's EXC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Exelon (EXC) in Q1 2025, closing a stake of 331 shares — an estimated $12.5K sold.

Coppell Advisory Solutions first reported a position in EXC in Q4 2022 and held it in 7 quarters. The position peaked at $12.5K in Q4 2024. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 331 Exelon shares in Q1 2025, an estimated $12.5K.
  • Coppell Advisory Solutions first reported a position in Exelon in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Exelon position peaked at $12.5K in Q4 2024.
  • 1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.