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Greenup Street Wealth Management’s Exelon EXC Stock Holding History

Greenup Street Wealth Management’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 		– Sell
-60,408
Closed -$2.27M – 107
2024
Q4 		$2.27M Buy
+60,408
New +$2.34M 0.45% 38

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenup Street Wealth Management's EXC Position: Q1 2025 in Review

Greenup Street Wealth Management sold out of Exelon (EXC) in Q1 2025, closing a stake of 60,408 shares — an estimated $2.27M sold.

Greenup Street Wealth Management first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $2.27M in Q4 2024. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Greenup Street Wealth Management reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 60,408 Exelon shares in Q1 2025, an estimated $2.27M.
  • Greenup Street Wealth Management first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
  • Greenup Street Wealth Management's Exelon position peaked at $2.27M in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Greenup Street Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.