Hollow Brook Wealth Management’s Exelon EXC Stock Holding History

Hollow Brook Wealth Management’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
2022 Q4	–	Sell	-40,284	Closed	-$1.51M	–	82
2022 Q3	$1.51M	Buy	40,284 +687	+2%	+$30.4K	0.86%	30
2022 Q2	$1.79M	Buy	39,597 +6,291	+19%	+$296K	0.99%	26
2022 Q1	$1.59M	Sell	33,306 -12,199	-27%	-$517K	0.71%	37
2021 Q4	$1.88M	Buy	45,505 +20,087	+79%	+$757K	0.96%	27
2021 Q3	$876K	Buy	25,418 +161	+0.6%	+$5.5K	0.54%	42
2021 Q2	$798K	Buy	+25,257	New	+$813K	0.5%	38

Other funds holding EXC

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hollow Brook Wealth Management's EXC Position: Q4 2022 in Review

Hollow Brook Wealth Management sold out of Exelon (EXC) in Q4 2022, closing a stake of 40,284 shares — an estimated $1.51M sold.

Hollow Brook Wealth Management first reported a position in EXC in Q2 2021 and held it in 6 quarters. The position peaked at $1.88M in Q4 2021. 1,006 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Hollow Brook Wealth Management reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Hollow Brook Wealth Management sold 40,284 Exelon shares in Q4 2022, an estimated $1.51M.
Hollow Brook Wealth Management first reported a position in Exelon in Q2 2021 and held it in 6 quarters.
Hollow Brook Wealth Management's Exelon position peaked at $1.88M in Q4 2021.
1,006 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.