IFAM
EXC icon

Institutional & Family Asset Management’s Exelon EXC Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$94.2K Buy
2,723
+92
+3% +$3.4K 0.01% 193
2024
Q1 		$98.8K Sell
2,631
-163
-6% -$5.82K 0.02% 184
2023
Q4 		$100K Buy
2,794
+22
+0.8% +$847 0.02% 191
2023
Q3 		$105K Hold
2,772
– – 0.02% 173
2023
Q2 		$113K Buy
2,772
+865
+45% +$35.8K 0.02% 172
2023
Q1 		$79.9K Buy
1,907
+75
+4% +$3.13K 0.01% 188
2022
Q4 		$79.2K Sell
1,832
-164
-8% -$6.48K 0.01% 190
2022
Q3 		$75K Buy
1,996
+258
+15% +$11.4K 0.01% 192
2022
Q2 		$79K Buy
1,738
+1,349
+347% +$63.4K 0.01% 188
2022
Q1 		$19K Sell
389
-147
-27% -$6.23K ﹤0.01% 357
2021
Q4 		$22K Hold
536
– – ﹤0.01% 355
2021
Q3 		$18K Hold
536
– – ﹤0.01% 466
2021
Q2 		$17K Hold
536
– – ﹤0.01% 502
2021
Q1 		$17K Sell
536
-25
-4% -$751 ﹤0.01% 500
2020
Q4 		$17K Sell
561
-10
-2% -$295 ﹤0.01% 459
2020
Q3 		$15K Hold
571
– – ﹤0.01% 431
2020
Q2 		$15K Sell
571
-35
-6% -$929 ﹤0.01% 432
2020
Q1 		$16K Sell
606
-73
-11% -$2.3K ﹤0.01% 396
2019
Q4 		$22K Sell
679
-64
-9% -$2.07K ﹤0.01% 421
2019
Q3 		$26K Buy
743
+1
+0.1% +$34 0.01% 368
2019
Q2 		$25K Sell
742
-45
-6% -$1.59K 0.01% 390
2019
Q1 		$28K Sell
787
-14
-2% -$477 0.01% 386
2018
Q4 		$26K Buy
801
+152
+23% +$4.86K 0.01% 373
2018
Q3 		$20K Sell
649
-24
-4% -$739 ﹤0.01% 442
2018
Q2 		$20K Sell
673
-14
-2% -$401 ﹤0.01% 441
2018
Q1 		$19K Buy
+687
New +$18.6K ﹤0.01% 420

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Institutional & Family Asset Management's EXC Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Exelon (EXC) stake by 3.5% in Q2 2024, buying an estimated $3.4K and bringing the position to 2,723 shares worth $94.2K. The position accounts for 0.01% of the portfolio, ranked #193.

Institutional & Family Asset Management first reported a position in EXC in Q1 2018 and has held it in 26 quarters since. The position peaked at $113K in Q2 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Institutional & Family Asset Management held 2,723 shares of Exelon worth $94.2K as of Q2 2024.
  • Institutional & Family Asset Management bought 92 Exelon shares in Q2 2024, an estimated $3.4K.
  • Exelon made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #193 holding.
  • Institutional & Family Asset Management first reported a position in Exelon in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Exelon position peaked at $113K in Q2 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.