FLP Wealth Management’s Exelon EXC Stock Holding History

FLP 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
2025 Q1	–	Sell	-18	Closed	-$675	–	182
2024 Q4	$675	Buy	+18	New	+$698	﹤0.01%	422

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 $3.38T AUM 44.17% 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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FLP Wealth Management's EXC Position: Q1 2025 in Review

FLP Wealth Management sold out of Exelon (EXC) in Q1 2025, closing a stake of 18 shares — an estimated $675 sold.

FLP Wealth Management first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $675 in Q4 2024. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

FLP Wealth Management reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 18 Exelon shares in Q1 2025, an estimated $675.
FLP Wealth Management first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Exelon position peaked at $675 in Q4 2024.
1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.