GA
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GoalVest Advisory’s Exelon EXC Stock Holding History

GoalVest Advisory’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
2026
Q1 		– Sell
-325
Closed -$14.2K – 483
2025
Q4 		$14.2K Hold
325
– – ﹤0.01% 390
2025
Q3 		$14.6K Hold
325
– – ﹤0.01% 312
2025
Q2 		$14.1K Buy
325
+321
+8,025% +$14.3K ﹤0.01% 293
2025
Q1 		$184 Buy
+4
New +$167 ﹤0.01% 460
2022
Q3 		– Sell
-630
Closed -$27K – 273
2022
Q2 		$27K Buy
630
+629
+62,900% +$29.6K 0.02% 200
2022
Q1 		$0 Buy
+1
New +$42 ﹤0.01% 414

Other funds holding EXC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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