DCM Advisors’s Exelon EXC Stock Holding History

DCM Advisors’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
2022 Q3	–	Sell	-7,803	Closed	-$355K	–	189
2022 Q2	$355K	Buy	+7,803	New	+$367K	0.15%	135
2021 Q1	–	Sell	-32,526	Closed	-$980K	–	252
2020 Q4	$980K	Buy	+32,526	New	+$960K	0.57%	59

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DCM Advisors's EXC Position: Q3 2022 in Review

DCM Advisors sold out of Exelon (EXC) in Q3 2022, closing a stake of 7,803 shares — an estimated $355K sold.

DCM Advisors first reported a position in EXC in Q4 2020 and held it in 2 quarters. The position peaked at $980K in Q4 2020. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

DCM Advisors reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
DCM Advisors sold 7,803 Exelon shares in Q3 2022, an estimated $355K.
DCM Advisors first reported a position in Exelon in Q4 2020 and held it in 2 quarters.
DCM Advisors's Exelon position peaked at $980K in Q4 2020.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.