EWM
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EPG Wealth Management’s Exelon EXC Stock Holding History

EPG 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
2020
Q2 		– Sell
-2,260
Closed -$59K – 342
2020
Q1 		$59K Buy
2,260
+700
+45% +$22K 0.04% 248
2019
Q4 		$51K Buy
+1,560
New +$50.5K 0.04% 231

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EPG Wealth Management's EXC Position: Q2 2020 in Review

EPG Wealth Management sold out of Exelon (EXC) in Q2 2020, closing a stake of 2,260 shares — an estimated $59K sold.

EPG Wealth Management first reported a position in EXC in Q4 2019 and held it in 2 quarters. The position peaked at $59K in Q1 2020. 877 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

  • EPG Wealth Management reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 2,260 Exelon shares in Q2 2020, an estimated $59K.
  • EPG Wealth Management first reported a position in Exelon in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Exelon position peaked at $59K in Q1 2020.
  • 877 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.