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Legacy Advisors’s Exelon EXC Stock Holding History

Legacy Advisors’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 		$649K Buy
+14,093
New +$589K 0.07% 225
2019
Q2 		– Sell
-568
Closed -$20K – 381
2019
Q1 		$20K Buy
+568
New +$19.3K 0.01% 278

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Advisors's EXC Position: Q1 2025 in Review

Legacy Advisors opened a new position in Exelon (EXC) in Q1 2025: 14,093 shares worth $649K. The stake represents 0.07% of the portfolio and ranks #225 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in EXC as recently as Q1 2019.

Legacy Advisors first reported a position in EXC in Q1 2019 and has held it in 2 quarters since. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Legacy Advisors held 14,093 shares of Exelon worth $649K as of Q1 2025.
  • Exelon was a new Legacy Advisors position in Q1 2025.
  • Exelon made up 0.07% of Legacy Advisors's portfolio in Q1 2025, its #225 holding.
  • Legacy Advisors first reported a position in Exelon in Q1 2019 and has held it in 2 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.