GWS
EXC icon

Greykasell Wealth Strategies’s Exelon EXC Stock Holding History

Greykasell Wealth Strategies’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 		– Sell
-424
Closed -$19.5K – 325
2025
Q1 		$19.5K Buy
+424
New +$17.7K 0.01% 224

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Greykasell Wealth Strategies's EXC Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of Exelon (EXC) in Q2 2025, closing a stake of 424 shares — an estimated $19.5K sold.

Greykasell Wealth Strategies first reported a position in EXC in Q1 2025 and held it in 1 quarter. The position peaked at $19.5K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 424 Exelon shares in Q2 2025, an estimated $19.5K.
  • Greykasell Wealth Strategies first reported a position in Exelon in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's Exelon position peaked at $19.5K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.