GLA
EXC icon

Good Life Advisors’s Exelon EXC Stock Holding History

Good Life 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
Q2 		$321K Buy
7,391
+452
+7% +$20.1K 0.02% 386
2025
Q1 		$320K Buy
6,939
+15
+0.2% +$627 0.02% 370
2024
Q4 		$261K Sell
6,924
-406
-6% -$15.8K 0.02% 397
2024
Q3 		$297K Buy
7,330
+73
+1% +$2.75K 0.02% 470
2024
Q2 		$251K Buy
7,257
+154
+2% +$5.68K 0.02% 391
2024
Q1 		$267K Buy
7,103
+172
+2% +$6.15K 0.02% 370
2023
Q4 		$249K Buy
6,931
+60
+0.9% +$2.31K 0.02% 367
2023
Q3 		$260K Buy
6,871
+114
+2% +$4.64K 0.03% 342
2023
Q2 		$275K Buy
6,757
+215
+3% +$8.89K 0.03% 324
2023
Q1 		$274K Sell
6,542
-1,963
-23% -$81.8K 0.04% 312
2022
Q4 		$368K Sell
8,505
-1,026
-11% -$40.5K 0.05% 245
2022
Q3 		$357K Sell
9,531
-246
-3% -$10.9K 0.05% 229
2022
Q2 		$443K Buy
9,777
+617
+7% +$29K 0.06% 205
2022
Q1 		$436K Sell
9,160
-2,235
-20% -$94.7K 0.05% 226
2021
Q4 		$469K Buy
11,395
+71
+0.6% +$2.67K 0.06% 218
2021
Q3 		$390K Buy
+11,324
New +$387K 0.05% 236

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Good Life Advisors's EXC Position: Q2 2025 in Review

Good Life Advisors increased its Exelon (EXC) stake by 6.5% in Q2 2025, buying an estimated $20.1K and bringing the position to 7,391 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #386.

Good Life Advisors first reported a position in EXC in Q3 2021 and has held it in 16 quarters since. The position peaked at $469K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Good Life Advisors held 7,391 shares of Exelon worth $321K as of Q2 2025.
  • Good Life Advisors bought 452 Exelon shares in Q2 2025, an estimated $20.1K.
  • Exelon made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #386 holding.
  • Good Life Advisors first reported a position in Exelon in Q3 2021 and has held it in 16 quarters since.
  • Good Life Advisors's Exelon position peaked at $469K in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.