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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
Q2 		– Sell
-277
Closed -$12.8K – 817
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Kestra Investment Management's EXC Position: Q2 2025 in Review

Kestra Investment Management sold out of Exelon (EXC) in Q2 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 3 quarters. The position peaked at $215K in Q3 2024. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Kestra Investment Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 277 Exelon shares in Q2 2025, an estimated $12.8K.
  • Kestra Investment Management first reported a position in Exelon in Q3 2024 and held it in 3 quarters.
  • Kestra Investment Management's Exelon position peaked at $215K in Q3 2024.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.