GGM Wealth Advisors’s Exelon EXC Stock Holding History

GGM Wealth 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
2025 Q1	$347K	Sell	7,470 -210	-3%	-$8.78K	0.19%	92
2024 Q4	$289K	Hold	7,680	–	–	0.15%	108
2024 Q3	$311K	Hold	7,680	–	–	0.13%	109
2024 Q2	$266K	Hold	7,680	–	–	0.12%	114
2024 Q1	$291K	Buy	7,680 +725	+10%	+$25.9K	0.14%	106
2023 Q4	$243K	Buy	6,955 +1,407	+25%	+$54.2K	0.1%	123
2023 Q3	$210K	Hold	5,548	–	–	0.09%	132
2023 Q2	$231K	Buy	+5,548	New	+$229K	0.09%	131
2023 Q1	–	Sell	-5,548	Closed	-$242K	–	84
2022 Q4	$242K	Hold	5,548	–	–	0.13%	117
2022 Q3	$209K	Buy	5,548 +1	+0%	+$44	0.11%	128
2022 Q2	$245K	Buy	5,547 +102	+2%	+$4.79K	0.14%	113
2022 Q1	$269K	Sell	5,445 -2,217	-29%	-$93.9K	0.13%	122
2021 Q4	$303K	Hold	7,662	–	–	0.24%	74
2021 Q3	$281K	Buy	7,662 +384	+5%	+$13.1K	0.22%	76
2021 Q2	$238K	Buy	7,278 +105	+1%	+$3.38K	0.2%	79
2021 Q1	$229K	Hold	7,173	–	–	0.18%	78
2020 Q4	$218K	Buy	+7,173	New	+$212K	0.22%	66

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GGM Wealth Advisors's EXC Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Exelon (EXC) stake by 2.7% in Q1 2025, selling an estimated $8.78K and leaving 7,470 shares worth $347K. The position accounts for 0.19% of the portfolio, ranked #92.

GGM Wealth Advisors first reported a position in EXC in Q4 2020 and has held it in 17 quarters since. 1,195 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

GGM Wealth Advisors held 7,470 shares of Exelon worth $347K as of Q1 2025.
GGM Wealth Advisors sold 210 Exelon shares in Q1 2025, an estimated $8.78K.
Exelon made up 0.19% of GGM Wealth Advisors's portfolio in Q1 2025, its #92 holding.
GGM Wealth Advisors first reported a position in Exelon in Q4 2020 and has held it in 17 quarters since.
1,195 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.