Delos Wealth Advisors’s Exelon EXC Stock Holding History

Delos Wealth 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
2025 Q4	–	Sell	-66	Closed	-$2.97K	–	273
2025 Q3	$2.97K	Buy	+66	New	+$2.9K	﹤0.01%	233
2024 Q3	–	Sell	-33	Closed	-$1.14K	–	253
2024 Q2	$1.14K	Hold	33	–	–	﹤0.01%	244
2024 Q1	$1.24K	Buy	33 +18	+120%	+$643	﹤0.01%	245
2023 Q4	$539	Hold	15	–	–	﹤0.01%	254
2023 Q3	$602	Hold	15	–	–	﹤0.01%	274
2023 Q2	$612	Hold	15	–	–	﹤0.01%	270
2023 Q1	$629	Sell	15 -354	-96%	-$14.8K	﹤0.01%	273
2022 Q4	$16K	Hold	369	–	–	0.02%	111
2022 Q3	$14K	Buy	369 +15	+4%	+$663	0.02%	111
2022 Q2	$16K	Hold	354	–	–	0.02%	106
2022 Q1	$17K	Sell	354 -142	-29%	-$6.01K	0.02%	123
2021 Q4	$20K	Hold	496	–	–	0.02%	133
2021 Q3	$17K	Hold	496	–	–	0.02%	76
2021 Q2	$16K	Buy	+496	New	+$16K	0.02%	79

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

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

Delos Wealth Advisors's EXC Position: Q4 2025 in Review

Delos Wealth Advisors sold out of Exelon (EXC) in Q4 2025, closing a stake of 66 shares — an estimated $2.97K sold.

Delos Wealth Advisors first reported a position in EXC in Q2 2021 and held it in 14 quarters. The position peaked at $20K in Q4 2021. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Delos Wealth Advisors reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Delos Wealth Advisors sold 66 Exelon shares in Q4 2025, an estimated $2.97K.
Delos Wealth Advisors first reported a position in Exelon in Q2 2021 and held it in 14 quarters.
Delos Wealth Advisors's Exelon position peaked at $20K in Q4 2021.
1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.