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Kestra Investment Management’s Exelon EXC Stock Holding History

Kestra Investment 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
Q3 		– Sell
-277
Closed -$12.8K – 620
2025
Q2 		$12.8K Hold
277
– – ﹤0.01% 682
2025
Q1 		$12.8K Sell
277
-1,055
-79% -$44.1K ﹤0.01% 594
2024
Q4 		$50.1K Sell
1,332
-3,967
-75% -$154K ﹤0.01% 536
2024
Q3 		$215K Buy
+5,299
New +$199K 0.01% 317

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's EXC Position: Q3 2025 in Review

Kestra Investment Management sold out of Exelon (EXC) in Q3 2025, closing a stake of 277 shares — an estimated $12.8K sold.

Kestra Investment Management first reported a position in EXC in Q3 2024 and held it in 4 quarters. The position peaked at $215K in Q3 2024. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Kestra Investment Management reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 277 Exelon shares in Q3 2025, an estimated $12.8K.
  • Kestra Investment Management first reported a position in Exelon in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Exelon position peaked at $215K in Q3 2024.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.