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Lake Street Advisors Group’s Exelon EXC Stock Holding History

Lake Street Advisors 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 		$376K Buy
9,981
+1,331
+15% +$51.6K 0.02% 389
2024
Q3 		$351K Sell
8,650
-888
-9% -$33.4K 0.02% 411
2024
Q2 		$330K Buy
9,538
+1,055
+12% +$38.9K 0.02% 422
2024
Q1 		$319K Sell
8,483
-1,430
-14% -$51.1K 0.01% 444
2023
Q4 		$356K Sell
9,913
-725
-7% -$27.9K 0.02% 394
2023
Q3 		$402K Buy
+10,638
New +$433K 0.02% 215

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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's EXC Position: Q4 2024 in Review

Lake Street Advisors Group increased its Exelon (EXC) stake by 15% in Q4 2024, buying an estimated $51.6K and bringing the position to 9,981 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #389.

Lake Street Advisors Group first reported a position in EXC in Q3 2023 and has held it in 6 quarters since. The position peaked at $402K in Q3 2023. 1,102 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Lake Street Advisors Group held 9,981 shares of Exelon worth $376K as of Q4 2024.
  • Lake Street Advisors Group bought 1,331 Exelon shares in Q4 2024, an estimated $51.6K.
  • Exelon made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #389 holding.
  • Lake Street Advisors Group first reported a position in Exelon in Q3 2023 and has held it in 6 quarters since.
  • Lake Street Advisors Group's Exelon position peaked at $402K in Q3 2023.
  • 1,102 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.