DB Wealth Management Group’s Exelon EXC Stock Holding History

DB Wealth Management Group’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
2023 Q4	$8.83K	Hold	246	–	–	0.01%	291
2023 Q3	$9.3K	Hold	246	–	–	0.01%	285
2023 Q2	$10K	Hold	246	–	–	0.01%	282
2023 Q1	$10.3K	Hold	246	–	–	0.01%	277
2022 Q4	$10.6K	Buy	+246	New	+$9.72K	0.01%	272
2022 Q3	–	Sell	-246	Closed	-$11K	–	292
2022 Q2	$11K	Hold	246	–	–	0.01%	281
2022 Q1	$12K	Sell	246 -99	-29%	-$4.19K	0.01%	296
2021 Q4	$14K	Hold	345	–	–	0.01%	251
2021 Q3	$12K	Hold	345	–	–	0.01%	253
2021 Q2	$11K	Hold	345	–	–	0.01%	262
2021 Q1	$11K	Hold	345	–	–	0.01%	265
2020 Q4	$10K	Buy	+345	New	+$10.2K	0.01%	266

Other funds holding EXC

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DB Wealth Management Group's EXC Position: Q4 2023 in Review

DB Wealth Management Group held its Exelon (EXC) position steady in Q4 2023 at 246 shares worth $8.83K. The position accounts for 0.01% of the portfolio, ranked #291.

DB Wealth Management Group first reported a position in EXC in Q4 2020 and has held it in 12 quarters since. The position peaked at $14K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

DB Wealth Management Group held 246 shares of Exelon worth $8.83K as of Q4 2023.
DB Wealth Management Group left its Exelon share count unchanged in Q4 2023.
Exelon made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #291 holding.
DB Wealth Management Group first reported a position in Exelon in Q4 2020 and has held it in 12 quarters since.
DB Wealth Management Group's Exelon position peaked at $14K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.