Guerra Advisors’s Exelon EXC Stock Holding History

Guerra 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 Q3	$2.52K	Buy	+56	New	+$2.46K	﹤0.01%	502

Other funds holding EXC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guerra Advisors's EXC Position: Q3 2025 in Review

Guerra Advisors opened a new position in Exelon (EXC) in Q3 2025: 56 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Guerra Advisors held 56 shares of Exelon worth $2.52K as of Q3 2025.
Exelon was a new Guerra Advisors position in Q3 2025.
Exelon made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #502 holding.
1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.