Iron Horse Wealth Management’s Exelon EXC Stock Holding History

Iron Horse 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
2025 Q2	$12.2K	Hold	282	–	–	﹤0.01%	253
2025 Q1	$13K	Hold	282	–	–	﹤0.01%	239
2024 Q4	$10.6K	Hold	282	–	–	﹤0.01%	233
2024 Q3	$11.4K	Hold	282	–	–	﹤0.01%	226
2024 Q2	$9.76K	Hold	282	–	–	﹤0.01%	219
2024 Q1	$10.6K	Hold	282	–	–	﹤0.01%	191
2023 Q4	$10.1K	Hold	282	–	–	﹤0.01%	187
2023 Q3	$10.7K	Hold	282	–	–	0.01%	176
2023 Q2	$11.5K	Hold	282	–	–	0.01%	145
2023 Q1	$11.8K	Hold	282	–	–	0.01%	149
2022 Q4	$12K	Buy	+282	New	+$11.1K	0.01%	120
2022 Q3	–	Sell	-282	Closed	-$13K	–	188
2022 Q2	$13K	Hold	282	–	–	0.01%	116
2022 Q1	$13K	Sell	282 -113	-29%	-$4.79K	0.01%	121
2021 Q4	$16K	Hold	395	–	–	0.01%	108
2021 Q3	$14K	Hold	395	–	–	0.01%	102
2021 Q2	$12K	Hold	395	–	–	0.01%	109
2021 Q1	$12K	Hold	395	–	–	0.01%	102
2020 Q4	$12K	Buy	+395	New	+$11.7K	0.01%	99

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Iron Horse Wealth Management's EXC Position: Q2 2025 in Review

Iron Horse Wealth Management held its Exelon (EXC) position steady in Q2 2025 at 282 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Iron Horse Wealth Management first reported a position in EXC in Q4 2020 and has held it in 18 quarters since. The position peaked at $16K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Iron Horse Wealth Management held 282 shares of Exelon worth $12.2K as of Q2 2025.
Iron Horse Wealth Management left its Exelon share count unchanged in Q2 2025.
Exelon made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #253 holding.
Iron Horse Wealth Management first reported a position in Exelon in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Exelon position peaked at $16K in Q4 2021.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.