Envestnet Portfolio Solutions
EXC icon

Envestnet Portfolio Solutions’s Exelon EXC Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$13.9M Sell
283,520
-7,551
-3% -$351K 0.08% 156
2025
Q4 		$12.7M Buy
291,071
+35,868
+14% +$1.64M 0.04% 206
2025
Q3 		$11.5M Buy
255,203
+221,532
+658% +$9.73M 0.04% 204
2025
Q2 		$1.46M Buy
33,671
+1,250
+4% +$55.7K 0.01% 664
2025
Q1 		$1.49M Sell
32,421
-9,942
-23% -$416K 0.01% 676
2024
Q4 		$1.59M Buy
42,363
+4,527
+12% +$176K 0.01% 750
2024
Q3 		$1.53M Buy
37,836
+8,053
+27% +$303K 0.01% 757
2024
Q2 		$1.03M Buy
29,783
+4,991
+20% +$184K ﹤0.01% 849
2024
Q1 		$931K Buy
24,792
+5,483
+28% +$196K ﹤0.01% 865
2023
Q4 		$693K Buy
19,309
+1,901
+11% +$73.2K ﹤0.01% 916
2023
Q3 		$658K Buy
+17,408
New +$709K ﹤0.01% 877

Other funds holding EXC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return