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Geller Advisors’s Exelon EXC Stock Holding History

Geller Advisors’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
2024
Q2 		– Sell
-9,952
Closed -$374K – 271
2024
Q1 		$374K Sell
9,952
-4,391
-31% -$157K 0.03% 184
2023
Q4 		$515K Buy
14,343
+7,763
+118% +$299K 0.05% 120
2023
Q3 		$249K Buy
6,580
+1,559
+31% +$63.5K 0.03% 216
2023
Q2 		$205K Buy
+5,021
New +$208K 0.03% 245

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's EXC Position: Q2 2024 in Review

Geller Advisors sold out of Exelon (EXC) in Q2 2024, closing a stake of 9,952 shares — an estimated $374K sold.

Geller Advisors first reported a position in EXC in Q2 2023 and held it in 4 quarters. The position peaked at $515K in Q4 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Geller Advisors reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • Geller Advisors sold 9,952 Exelon shares in Q2 2024, an estimated $374K.
  • Geller Advisors first reported a position in Exelon in Q2 2023 and held it in 4 quarters.
  • Geller Advisors's Exelon position peaked at $515K in Q4 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Geller Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.