Cutter & Co Brokerage’s Exelon EXC Stock Holding History

Cutter & Co Brokerage’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	-5,965	Closed	-$275K	–	49
2025 Q1	$275K	Buy	+5,965	New	+$249K	0.07%	137

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cutter & Co Brokerage's EXC Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Exelon (EXC) in Q2 2025, closing a stake of 5,965 shares — an estimated $275K sold.

Cutter & Co Brokerage first reported a position in EXC in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Cutter & Co Brokerage reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 5,965 Exelon shares in Q2 2025, an estimated $275K.
Cutter & Co Brokerage first reported a position in Exelon in Q1 2025 and held it in 1 quarter.
Cutter & Co Brokerage's Exelon position peaked at $275K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.