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Householder Group Estate & Retirement Specialist’s Exelon EXC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-123
Closed -$5K – 743
2024
Q3 		$5K Hold
123
– – ﹤0.01% 927
2024
Q2 		$4K Hold
123
– – ﹤0.01% 961
2024
Q1 		$4.64K Sell
123
-29
-19% -$1.04K ﹤0.01% 941
2023
Q4 		$5K Sell
152
-6
-4% -$231 ﹤0.01% 887
2023
Q3 		$5.99K Buy
+158
New +$6.44K ﹤0.01% 899
2023
Q1 		$9K Buy
222
+1
+0.5% +$42 ﹤0.01% 830
2022
Q4 		$9K Hold
221
– – 0.01% 237
2022
Q3 		$8K Buy
+221
New +$9.77K ﹤0.01% 775

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EXC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Exelon (EXC) in Q4 2024, closing a stake of 123 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in EXC in Q3 2022 and held it in 8 quarters. The position peaked at $9K in Q1 2023. 1,101 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 123 Exelon shares in Q4 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Exelon in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Exelon position peaked at $9K in Q1 2023.
  • 1,101 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.