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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.8K Hold
277
– – ﹤0.01% 682
2025
Q1 		$12.8K Sell
277
-1,055
-79% -$48.6K ﹤0.01% 594
2024
Q4 		$50.1K Sell
1,332
-3,967
-75% -$149K ﹤0.01% 535
2024
Q3 		$215K Buy
+5,299
New +$215K 0.01% 317