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FSA Wealth Management’s Exelon EXC Stock Holding History

FSA 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
Q3 		$3.24K Hold
72
– – ﹤0.01% 454
2025
Q2 		$3.13K Hold
72
– – ﹤0.01% 428
2025
Q1 		$3.32K Hold
72
– – ﹤0.01% 400
2024
Q4 		$2.71K Hold
72
– – ﹤0.01% 454
2024
Q3 		$2.92K Buy
+72
New +$2.71K ﹤0.01% 453
2024
Q1 		$2.71K Hold
72
– – ﹤0.01% 515
2023
Q4 		$3K Buy
+72
New +$2.77K ﹤0.01% 484

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

FSA Wealth Management's EXC Position: Q3 2025 in Review

FSA Wealth Management held its Exelon (EXC) position steady in Q3 2025 at 72 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

FSA Wealth Management first reported a position in EXC in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.32K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • FSA Wealth Management held 72 shares of Exelon worth $3.24K as of Q3 2025.
  • FSA Wealth Management left its Exelon share count unchanged in Q3 2025.
  • Exelon made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #454 holding.
  • FSA Wealth Management first reported a position in Exelon in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Exelon position peaked at $3.32K in Q1 2025.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.