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Creekmur Asset Management’s Exelon EXC Stock Holding History

Creekmur Asset Management’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
Q3 		$5.89K Hold
131
– – ﹤0.01% 552
2025
Q2 		$5.69K Hold
131
– – ﹤0.01% 561
2025
Q1 		$6.03K Sell
131
-12
-8% -$502 ﹤0.01% 535
2024
Q4 		$5.4K Buy
143
+11
+8% +$427 ﹤0.01% 485
2024
Q3 		$5.37K Sell
132
-2
-1% -$75 ﹤0.01% 523
2024
Q2 		$4.65K Sell
134
-34
-20% -$1.25K ﹤0.01% 592
2024
Q1 		$6.3K Sell
168
-989
-85% -$35.3K ﹤0.01% 533
2023
Q4 		$41.5K Buy
+1,157
New +$44.6K 0.01% 327

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 $3.38T AUM 44.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creekmur Asset Management's EXC Position: Q3 2025 in Review

Creekmur Asset Management held its Exelon (EXC) position steady in Q3 2025 at 131 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Creekmur Asset Management first reported a position in EXC in Q4 2023 and has held it in 8 quarters since. The position peaked at $41.5K in Q4 2023. 1,201 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Creekmur Asset Management held 131 shares of Exelon worth $5.89K as of Q3 2025.
  • Creekmur Asset Management left its Exelon share count unchanged in Q3 2025.
  • Exelon made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #552 holding.
  • Creekmur Asset Management first reported a position in Exelon in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Exelon position peaked at $41.5K in Q4 2023.
  • 1,201 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.