Heck Capital Advisors’s Exelon EXC Stock Holding History

Heck Capital 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 Q1	–	Sell	-20	Closed	-$753	–	427
2024 Q4	$753	Buy	+20	New	+$776	﹤0.01%	730

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 $3.37T AUM 44.26% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heck Capital Advisors's EXC Position: Q1 2025 in Review

Heck Capital Advisors sold out of Exelon (EXC) in Q1 2025, closing a stake of 20 shares — an estimated $753 sold.

Heck Capital Advisors first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $753 in Q4 2024. 1,196 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Heck Capital Advisors reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 Exelon shares in Q1 2025, an estimated $753.
Heck Capital Advisors first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Exelon position peaked at $753 in Q4 2024.
1,196 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.