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 Q2	–	Sell	-14,093	Closed	-$649K	–	148
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legacy Advisors's EXC Position: Q2 2025 in Review

Legacy Advisors sold out of Exelon (EXC) in Q2 2025, closing a stake of 14,093 shares — an estimated $649K sold.

Legacy Advisors first reported a position in EXC in Q1 2019 and held it in 2 quarters. The position peaked at $649K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Legacy Advisors reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 14,093 Exelon shares in Q2 2025, an estimated $649K.
Legacy Advisors first reported a position in Exelon in Q1 2019 and held it in 2 quarters.
Legacy Advisors's Exelon position peaked at $649K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.