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Glenview Trust’s Exelon EXC Stock Holding History

Glenview Trust’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 		– Sell
-9,092
Closed -$395K – 497
2025
Q2 		$395K Sell
9,092
-85
-0.9% -$3.79K 0.01% 396
2025
Q1 		$423K Buy
9,177
+3,646
+66% +$152K 0.01% 375
2024
Q4 		$208K Hold
5,531
– – ﹤0.01% 467
2024
Q3 		$224K Buy
+5,531
New +$208K ﹤0.01% 452
2024
Q2 		– Sell
-5,562
Closed -$209K – 473
2024
Q1 		$209K Buy
+5,562
New +$199K ﹤0.01% 456

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

Glenview Trust's EXC Position: Q3 2025 in Review

Glenview Trust sold out of Exelon (EXC) in Q3 2025, closing a stake of 9,092 shares — an estimated $395K sold.

Glenview Trust first reported a position in EXC in Q1 2024 and held it in 5 quarters. The position peaked at $423K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Glenview Trust reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Glenview Trust sold 9,092 Exelon shares in Q3 2025, an estimated $395K.
  • Glenview Trust first reported a position in Exelon in Q1 2024 and held it in 5 quarters.
  • Glenview Trust's Exelon position peaked at $423K in Q1 2025.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Glenview Trust's 13F filing for Q3 2025, filed 7 Nov 2025.