Financial Gravity Asset Management’s Exelon EXC Stock Holding History

Financial Gravity Asset 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
2025 Q4	–	Sell	-55	Closed	-$2.48K	–	817
2025 Q3	$2.48K	Buy	+55	New	+$2.42K	﹤0.01%	754
2020 Q4	$0	Buy	+6	New	+$177	﹤0.01%	540
2019 Q4	$46K	Sell	360 -2	-0.6%	-$65	0.03%	688
2019 Q3	$12K	Buy	362 +107	+42%	+$3.59K	0.01%	566
2019 Q2	$9K	Sell	255 -125	-33%	-$4.41K	0.01%	619
2019 Q1	$13K	Buy	+380	New	+$12.9K	0.01%	507
2018 Q3	$50K	Sell	1,604 -489	-23%	-$15K	0.05%	321
2018 Q2	$64K	Buy	2,093 +67	+3%	+$1.92K	0.06%	271
2018 Q1	$58K	Buy	+2,026	New	+$54.7K	0.06%	271

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Gravity Asset Management's EXC Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 55 shares — an estimated $2.48K sold.

Financial Gravity Asset Management first reported a position in EXC in Q1 2018 and held it in 9 quarters. The position peaked at $64K in Q2 2018. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Financial Gravity Asset Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 55 Exelon shares in Q4 2025, an estimated $2.48K.
Financial Gravity Asset Management first reported a position in Exelon in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Exelon position peaked at $64K in Q2 2018.
1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.