Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPCG
Fort Pitt Capital Group’s
Exelon
EXC
Stock Holding History
Fort Pitt Capital 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
2021
Q3
–
Sell
-7,515
Closed
-$238K
–
142
2021
Q2
$238K
Buy
+7,515
New
+$242K
0.01%
164
2021
Q1
–
Sell
-750
Closed
-$23K
–
192
2020
Q4
$23K
Buy
+750
New
+$22.1K
﹤0.01%
236
2020
Q1
–
Sell
-6,406
Closed
-$208K
–
177
2019
Q4
$208K
Sell
6,406
-1,748
-21%
-$56.6K
0.01%
158
2019
Q3
$281K
Sell
8,154
-310
-4%
-$10.4K
0.02%
129
2019
Q2
$289K
Sell
8,464
-1,402
-14%
-$49.5K
0.02%
108
2019
Q1
$353K
Sell
9,866
-3,074
-24%
-$105K
0.03%
102
2018
Q4
$416K
Buy
12,940
+5,598
+76%
+$179K
0.03%
113
2018
Q3
$229K
Hold
7,342
–
–
0.02%
122
2018
Q2
$223K
Hold
7,342
–
–
0.02%
123
2018
Q1
$204K
Sell
7,342
-3,493
-32%
-$94.3K
0.02%
129
2017
Q4
$305K
Buy
+10,835
New
+$311K
0.02%
100
Other funds holding EXC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close