Guardian Wealth Management (Illinois)’s Exelon EXC Stock Holding History

Guardian Wealth Management (Illinois)’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	-55	Closed	-$2.56K	–	111
2025 Q1	$2.56K	Hold	55	–	–	﹤0.01%	200
2024 Q4	$2.08K	Hold	55	–	–	﹤0.01%	211
2024 Q3	$2.23K	Buy	55 +1	+2%	+$38	﹤0.01%	215
2024 Q2	$1.87K	Buy	54 +1	+2%	+$37	﹤0.01%	218
2024 Q1	$2.01K	Hold	53	–	–	﹤0.01%	210
2023 Q4	$1.9K	Buy	53 +1	+2%	+$39	﹤0.01%	220
2023 Q3	$1.98K	Hold	52	–	–	﹤0.01%	201
2023 Q2	$2.12K	Hold	52	–	–	﹤0.01%	203
2023 Q1	$2.16K	Buy	52 +1	+2%	+$42	﹤0.01%	210
2022 Q4	$2.21K	Hold	51	–	–	﹤0.01%	216
2022 Q3	$2K	Buy	51 +1	+2%	+$44	﹤0.01%	212
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	200
2022 Q1	$2K	Sell	50 -20	-29%	-$847	﹤0.01%	205
2021 Q4	$3K	Buy	+70	New	+$2.64K	﹤0.01%	199

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s EXC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Exelon (EXC) in Q2 2025, closing a stake of 55 shares — an estimated $2.56K sold.

Guardian Wealth Management (Illinois) first reported a position in EXC in Q4 2021 and held it in 14 quarters. The position peaked at $3K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 55 Exelon shares in Q2 2025, an estimated $2.56K.
Guardian Wealth Management (Illinois) first reported a position in Exelon in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Exelon position peaked at $3K in Q4 2021.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.