Lee, Danner & Bass’s Exelon EXC Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-136	Closed	-$5.12K	–	368
2024 Q4	$5.12K	Buy	+136	New	+$5.28K	﹤0.01%	593

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee, Danner & Bass's EXC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Exelon (EXC) in Q1 2025, closing a stake of 136 shares — an estimated $5.12K sold.

Lee, Danner & Bass first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $5.12K in Q4 2024. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Lee, Danner & Bass reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 136 Exelon shares in Q1 2025, an estimated $5.12K.
Lee, Danner & Bass first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Exelon position peaked at $5.12K in Q4 2024.
1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.