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Crowley Wealth Management’s Exelon EXC Stock Holding History

Crowley Wealth 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
Q4 		– Sell
-4,864
Closed -$219K – 128
2025
Q3 		$219K Buy
4,864
+1,900
+64% +$83.4K 0.17% 77
2025
Q2 		$139K Buy
2,964
+1,120
+61% +$49.9K 0.13% 92
2025
Q1 		$85K Hold
1,844
– – 0.08% 106
2024
Q4 		$69.4K Buy
+1,844
New +$71.5K 0.06% 117

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crowley Wealth Management's EXC Position: Q4 2025 in Review

Crowley Wealth Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 4,864 shares — an estimated $219K sold.

Crowley Wealth Management first reported a position in EXC in Q4 2024 and held it in 4 quarters. The position peaked at $219K in Q3 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Crowley Wealth Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 4,864 Exelon shares in Q4 2025, an estimated $219K.
  • Crowley Wealth Management first reported a position in Exelon in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Exelon position peaked at $219K in Q3 2025.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.