LifeWealth Investments’s Exelon EXC Stock Holding History

LifeWealth Investments’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 Q4	–	Sell	-8,581	Closed	-$386K	–	176
2025 Q3	$386K	Buy	8,581 +81	+1%	+$3.56K	0.06%	182
2025 Q2	$369K	Buy	+8,500	New	+$378K	0.06%	186

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

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

LifeWealth Investments's EXC Position: Q4 2025 in Review

LifeWealth Investments sold out of Exelon (EXC) in Q4 2025, closing a stake of 8,581 shares — an estimated $386K sold.

LifeWealth Investments first reported a position in EXC in Q2 2025 and held it in 2 quarters. The position peaked at $386K in Q3 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

LifeWealth Investments reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 8,581 Exelon shares in Q4 2025, an estimated $386K.
LifeWealth Investments first reported a position in Exelon in Q2 2025 and held it in 2 quarters.
LifeWealth Investments's Exelon position peaked at $386K in Q3 2025.
1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.