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Grey Fox Wealth Advisors’s Exelon EXC Stock Holding History

Grey Fox 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
Q4 		– Sell
-3,252
Closed -$146K – 294
2025
Q3 		$146K Buy
+3,252
New +$143K 0.03% 160
2023
Q3 		– Sell
-5,134
Closed -$209K – 102
2023
Q2 		$209K Sell
5,134
-1,510
-23% -$62.4K 0.11% 97
2023
Q1 		$278K Sell
6,644
-150
-2% -$6.25K 0.16% 74
2022
Q4 		$294K Buy
+6,794
New +$268K 0.19% 70

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
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
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

Grey Fox Wealth Advisors's EXC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Exelon (EXC) in Q4 2025, closing a stake of 3,252 shares — an estimated $146K sold.

Grey Fox Wealth Advisors first reported a position in EXC in Q4 2022 and held it in 4 quarters. The position peaked at $294K in Q4 2022. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 3,252 Exelon shares in Q4 2025, an estimated $146K.
  • Grey Fox Wealth Advisors first reported a position in Exelon in Q4 2022 and held it in 4 quarters.
  • Grey Fox Wealth Advisors's Exelon position peaked at $294K in Q4 2022.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.