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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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return