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First Pacific Financial’s Exelon EXC Stock Holding History

First Pacific Financial’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
-7
Closed -$316 – 522
2025
Q3 		$316 Buy
+7
New +$307 ﹤0.01% 495
2021
Q4 		– Sell
-15,851
Closed -$547K – 100
2021
Q3 		$547K Buy
15,851
+472
+3% +$16.1K 0.29% 76
2021
Q2 		$486K Buy
15,379
+2,326
+18% +$74.9K 0.27% 79
2021
Q1 		$407K Buy
13,053
+1,265
+11% +$38K 0.25% 80
2020
Q4 		$355K Buy
+11,788
New +$348K 0.22% 83

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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Pacific Financial's EXC Position: Q4 2025 in Review

First Pacific Financial sold out of Exelon (EXC) in Q4 2025, closing a stake of 7 shares — an estimated $316 sold.

First Pacific Financial first reported a position in EXC in Q4 2020 and held it in 5 quarters. The position peaked at $547K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • First Pacific Financial reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • First Pacific Financial sold 7 Exelon shares in Q4 2025, an estimated $316.
  • First Pacific Financial first reported a position in Exelon in Q4 2020 and held it in 5 quarters.
  • First Pacific Financial's Exelon position peaked at $547K in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on First Pacific Financial's 13F filing for Q4 2025, filed 16 Jan 2026.