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Edge Capital Group’s Exelon EXC Stock Holding History

Edge Capital 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
2024
Q4 		$34.9K Buy
+511,041
New +$19.8M ﹤0.01% 322

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Capital Group's EXC Position: Q4 2024 in Review

Edge Capital Group opened a new position in Exelon (EXC) in Q4 2024: 511,041 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

1,100 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Edge Capital Group held 511,041 shares of Exelon worth $34.9K as of Q4 2024.
  • Exelon was a new Edge Capital Group position in Q4 2024.
  • Exelon made up ﹤0.01% of Edge Capital Group's portfolio in Q4 2024, its #322 holding.
  • 1,100 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.