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Kiely Wealth Advisory Group’s Exelon EXC Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$13.8K Hold
330
– – 0.01% 181
2024
Q3 		$12.6K Hold
330
– – 0.01% 187
2024
Q2 		$12.4K Sell
330
-170
-34% -$6.28K 0.01% 171
2024
Q1 		$18.8K Hold
500
– – 0.01% 139
2023
Q4 		$17.4K Buy
+500
New +$19.3K 0.01% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's EXC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Exelon (EXC) position steady in Q4 2024 at 330 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #181.

Kiely Wealth Advisory Group first reported a position in EXC in Q4 2023 and has held it in 5 quarters since. The position peaked at $18.8K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Kiely Wealth Advisory Group held 330 shares of Exelon worth $13.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Exelon share count unchanged in Q4 2024.
  • Exelon made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #181 holding.
  • Kiely Wealth Advisory Group first reported a position in Exelon in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Exelon position peaked at $18.8K in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.