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Financial Counselors Inc’s Exelon EXC Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-56,762
Closed -$2.62M – 194
2025
Q1 		$2.62M Sell
56,762
-2,153
-4% -$90K 0.04% 247
2024
Q4 		$2.22M Sell
58,915
-1,938
-3% -$75.2K 0.03% 260
2024
Q3 		$2.47M Buy
60,853
+151
+0.2% +$5.68K 0.04% 259
2024
Q2 		$2.1M Buy
60,702
+81
+0.1% +$2.99K 0.03% 261
2024
Q1 		$2.28M Sell
60,621
-875
-1% -$31.3K 0.04% 257
2023
Q4 		$2.21M Buy
61,496
+535
+0.9% +$20.6K 0.04% 258
2023
Q3 		$2.3M Sell
60,961
-1,196
-2% -$48.7K 0.05% 246
2023
Q2 		$2.53M Sell
62,157
-107
-0.2% -$4.42K 0.05% 226
2023
Q1 		$2.61M Sell
62,264
-1,475
-2% -$61.5K 0.06% 224
2022
Q4 		$2.75M Sell
63,739
-1,823
-3% -$72K 0.06% 224
2022
Q3 		$2.46M Buy
65,562
+1,028
+2% +$45.5K 0.06% 219
2022
Q2 		$2.92M Buy
64,534
+520
+0.8% +$24.4K 0.07% 207
2022
Q1 		$3.05M Sell
64,014
-27,545
-30% -$1.17M 0.06% 217
2021
Q4 		$3.77M Sell
91,559
-2,853
-3% -$107K 0.08% 210
2021
Q3 		$3.25M Sell
94,412
-681
-0.7% -$23.3K 0.07% 220
2021
Q2 		$3M Sell
95,093
-1,596
-2% -$51.4K 0.07% 226
2021
Q1 		$3.02M Sell
96,689
-2,594
-3% -$77.9K 0.07% 224
2020
Q4 		$2.99M Sell
99,283
-1,024
-1% -$30.2K 0.08% 222
2020
Q3 		$2.56M Sell
100,307
-455
-0.5% -$12.1K 0.08% 212
2020
Q2 		$2.61M Buy
100,762
+310
+0.3% +$8.23K 0.08% 208
2020
Q1 		$2.64M Buy
100,452
+4,175
+4% +$131K 0.12% 173
2019
Q4 		$3.13M Sell
96,277
-171
-0.2% -$5.54K 0.11% 180
2019
Q3 		$3.32M Sell
96,448
-558
-0.6% -$18.7K 0.13% 168
2019
Q2 		$3.32M Buy
97,006
+61
+0.1% +$2.15K 0.13% 164
2019
Q1 		$3.47M Buy
96,945
+365
+0.4% +$12.4K 0.15% 159
2018
Q4 		$3.11M Buy
96,580
+835
+0.9% +$26.7K 0.15% 162
2018
Q3 		$2.98M Sell
95,745
-3,079
-3% -$94.7K 0.13% 175
2018
Q2 		$3M Sell
98,824
-1,157
-1% -$33.1K 0.14% 175
2018
Q1 		$2.78M Buy
99,981
+161
+0.2% +$4.35K 0.13% 173
2017
Q4 		$2.81M Sell
99,820
-1,821
-2% -$52.3K 0.13% 178
2017
Q3 		$2.73M Buy
101,641
+547
+0.5% +$14.6K 0.13% 178
2017
Q2 		$2.6M Sell
101,094
-251
-0.2% -$6.39K 0.13% 183
2017
Q1 		$2.6M Sell
101,345
-5,245
-5% -$134K 0.13% 178
2016
Q4 		$2.7M Buy
+106,590
New +$2.53M 0.14% 172
2016
Q2 		$3.77M Sell
145,401
-1,091
-0.7% -$27K 0.23% 148
2016
Q1 		$3.75M Sell
146,492
-925
-0.6% -$20.7K 0.23% 150
2015
Q4 		$2.92M Sell
147,417
-9,896
-6% -$201K 0.19% 157
2015
Q3 		$3.33M Sell
157,313
-1,625
-1% -$36.5K 0.23% 143
2015
Q2 		$3.56M Sell
158,938
-2,658
-2% -$63.7K 0.23% 141
2015
Q1 		$3.87M Sell
161,596
-9,632
-6% -$239K 0.24% 137
2014
Q4 		$4.53M Sell
171,228
-13,408
-7% -$344K 0.29% 115
2014
Q3 		$4.49M Sell
184,636
-3,008
-2% -$70.4K 0.31% 105
2014
Q2 		$4.88M Sell
187,644
-50,135
-21% -$1.28M 0.34% 99
2014
Q1 		$5.69M Sell
237,779
-5,706
-2% -$120K 0.41% 80
2013
Q4 		$4.76M Sell
243,485
-5,643
-2% -$114K 0.36% 101
2013
Q3 		$5.27M Sell
249,128
-7,781
-3% -$170K 0.44% 77
2013
Q2 		$5.66M Buy
+256,909
New +$6.23M 0.47% 67

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Financial Counselors Inc's EXC Position: Q2 2025 in Review

Financial Counselors Inc sold out of Exelon (EXC) in Q2 2025, closing a stake of 56,762 shares — an estimated $2.62M sold.

Financial Counselors Inc first reported a position in EXC in Q2 2013 and held it in 47 quarters. The position peaked at $5.69M in Q1 2014. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Financial Counselors Inc reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 56,762 Exelon shares in Q2 2025, an estimated $2.62M.
  • Financial Counselors Inc first reported a position in Exelon in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's Exelon position peaked at $5.69M in Q1 2014.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.