Heartwood Wealth Advisors’s Exelon EXC Stock Holding History

Heartwood 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	-8	Closed	-$360	–	344
2025 Q3	$360	Buy	+8	New	+$351	﹤0.01%	614

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

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

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

Heartwood Wealth Advisors's EXC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Exelon (EXC) in Q4 2025, closing a stake of 8 shares — an estimated $360 sold.

Heartwood Wealth Advisors first reported a position in EXC in Q3 2025 and held it in 1 quarter. The position peaked at $360 in Q3 2025. 1,251 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 8 Exelon shares in Q4 2025, an estimated $360.
Heartwood Wealth Advisors first reported a position in Exelon in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Exelon position peaked at $360 in Q3 2025.
1,251 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.