First Capital Advisors Group’s Exelon EXC Stock Holding History

First Capital Advisors 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
2023 Q2	$70.3K	Buy	+1,725	New	+$71.3K	0.04%	255
2018 Q4	$233K	Buy	+7,251	New	+$232K	0.17%	120
2018 Q2	–	Sell	-1,096	Closed	-$31K	–	350
2018 Q1	$31K	Buy	+1,096	New	+$29.6K	0.02%	342

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Capital Advisors Group's EXC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Exelon (EXC) in Q2 2023: 1,725 shares worth $70.3K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in EXC as recently as Q4 2018.

First Capital Advisors Group first reported a position in EXC in Q1 2018 and has held it in 3 quarters since. The position peaked at $233K in Q4 2018. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

First Capital Advisors Group held 1,725 shares of Exelon worth $70.3K as of Q2 2023.
Exelon was a new First Capital Advisors Group position in Q2 2023.
Exelon made up 0.04% of First Capital Advisors Group's portfolio in Q2 2023, its #255 holding.
First Capital Advisors Group first reported a position in Exelon in Q1 2018 and has held it in 3 quarters since.
First Capital Advisors Group's Exelon position peaked at $233K in Q4 2018.
1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.