DWM
EXC icon

Doyle Wealth Management’s Exelon EXC Stock Holding History

Doyle 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
2021
Q1 		– Sell
-7,210
Closed -$217K – 216
2020
Q4 		$217K Buy
+7,210
New +$213K 0.02% 196
2020
Q2 		– Sell
-8,722
Closed -$229K – 181
2020
Q1 		$229K Buy
8,722
+37
+0.4% +$1.16K 0.04% 161
2019
Q4 		$282K Sell
8,685
-446
-5% -$14.4K 0.04% 168
2019
Q3 		$315K Sell
9,131
-290
-3% -$9.74K 0.04% 152
2019
Q2 		$322K Sell
9,421
-1,771
-16% -$62.5K 0.04% 145
2019
Q1 		$394K Buy
11,192
+1,607
+17% +$54.7K 0.06% 128
2018
Q4 		$308K Buy
9,585
+579
+6% +$18.5K 0.05% 140
2018
Q3 		$280K Sell
9,006
-1,073
-11% -$33K 0.04% 157
2018
Q2 		$306K Buy
10,079
+276
+3% +$7.9K 0.05% 145
2018
Q1 		$273K Sell
9,803
-746
-7% -$20.1K 0.05% 138
2017
Q4 		$297K Buy
10,549
+1,520
+17% +$43.7K 0.05% 136
2017
Q3 		$243K Buy
9,029
+324
+4% +$8.67K 0.04% 134
2017
Q2 		$224K Sell
8,705
-1,186
-12% -$30.2K 0.04% 128
2017
Q1 		$254K Buy
+9,891
New +$252K 0.05% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's EXC Position: Q1 2021 in Review

Doyle Wealth Management sold out of Exelon (EXC) in Q1 2021, closing a stake of 7,210 shares — an estimated $217K sold.

Doyle Wealth Management first reported a position in EXC in Q1 2017 and held it in 14 quarters. The position peaked at $394K in Q1 2019. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

  • Doyle Wealth Management reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
  • Doyle Wealth Management sold 7,210 Exelon shares in Q1 2021, an estimated $217K.
  • Doyle Wealth Management first reported a position in Exelon in Q1 2017 and held it in 14 quarters.
  • Doyle Wealth Management's Exelon position peaked at $394K in Q1 2019.
  • 922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on Doyle Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.