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Insight Folios’s Exelon EXC Stock Holding History

Insight Folios’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
2023
Q2 		– Sell
-5,571
Closed -$233K – 119
2023
Q1 		$233K Buy
5,571
+49
+0.9% +$2.04K 0.1% 101
2022
Q4 		$239K Buy
5,522
+44
+0.8% +$1.74K 0.11% 98
2022
Q3 		$205K Buy
5,478
+40
+0.7% +$1.77K 0.1% 103
2022
Q2 		$246K Sell
5,438
-1,073
-16% -$50.4K 0.12% 100
2022
Q1 		$310K Sell
6,511
-2,549
-28% -$108K 0.14% 98
2021
Q4 		$373K Buy
9,060
+65
+0.7% +$2.45K 0.17% 78
2021
Q3 		$310K Buy
+8,995
New +$307K 0.17% 72

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Folios's EXC Position: Q2 2023 in Review

Insight Folios sold out of Exelon (EXC) in Q2 2023, closing a stake of 5,571 shares — an estimated $233K sold.

Insight Folios first reported a position in EXC in Q3 2021 and held it in 7 quarters. The position peaked at $373K in Q4 2021. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

  • Insight Folios reported no remaining Exelon position as of Q2 2023 after selling out during the quarter.
  • Insight Folios sold 5,571 Exelon shares in Q2 2023, an estimated $233K.
  • Insight Folios first reported a position in Exelon in Q3 2021 and held it in 7 quarters.
  • Insight Folios's Exelon position peaked at $373K in Q4 2021.
  • 1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.