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Lindbrook Capital’s Exelon EXC Stock Holding History

Lindbrook Capital’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 		$155K Sell
3,368
-544
-14% -$22.7K 0.01% 492
2024
Q4 		$147K Buy
3,912
+1,263
+48% +$49K 0.01% 449
2024
Q3 		$107K Buy
2,649
+126
+5% +$4.74K 0.01% 549
2024
Q2 		$87.3K Sell
2,523
-254
-9% -$9.38K 0.01% 585
2024
Q1 		$104K Buy
2,777
+820
+42% +$29.3K 0.01% 523
2023
Q4 		$70.3K Buy
1,957
+180
+10% +$6.93K 0.01% 638
2023
Q3 		$67.2K Sell
1,777
-112
-6% -$4.56K 0.01% 589
2023
Q2 		$77K Buy
1,889
+168
+10% +$6.95K 0.01% 563
2023
Q1 		$72.1K Sell
1,721
-602
-26% -$25.1K 0.01% 575
2022
Q4 		$100K Buy
2,323
+1,572
+209% +$62.1K 0.01% 480
2022
Q3 		$28K Buy
751
+109
+17% +$4.82K ﹤0.01% 840
2022
Q2 		$29K Sell
642
-3,486
-84% -$164K ﹤0.01% 846
2022
Q1 		$197K Sell
4,128
-2,606
-39% -$110K 0.03% 290
2021
Q4 		$277K Hold
6,734
– – 0.04% 241
2021
Q3 		$232K Buy
6,734
+9
+0.1% +$308 0.06% 130
2021
Q2 		$213K Hold
6,725
– – 0.05% 155
2021
Q1 		$210K Sell
6,725
-10
-0.1% -$300 0.05% 148
2020
Q4 		$203K Buy
6,735
+1,912
+40% +$56.4K 0.05% 142
2020
Q3 		$123K Buy
4,823
+3,543
+277% +$93.9K 0.03% 175
2020
Q2 		$33K Sell
1,280
-199
-13% -$5.28K 0.01% 462
2020
Q1 		$39K Sell
1,479
-126
-8% -$3.96K 0.01% 380
2019
Q4 		$52K Sell
1,605
-441
-22% -$14.3K 0.02% 433
2019
Q3 		$70K Sell
2,046
-99
-5% -$3.32K 0.03% 312
2019
Q2 		$73K Buy
2,145
+163
+8% +$5.75K 0.03% 300
2019
Q1 		$70K Buy
1,982
+56
+3% +$1.91K 0.03% 303
2018
Q4 		$61K Buy
+1,926
New +$61.6K 0.03% 288

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindbrook Capital's EXC Position: Q1 2025 in Review

Lindbrook Capital reduced its Exelon (EXC) stake by 14% in Q1 2025, selling an estimated $22.7K and leaving 3,368 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #492.

Lindbrook Capital first reported a position in EXC in Q4 2018 and has held it in 26 quarters since. The position peaked at $277K in Q4 2021. 1,196 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Lindbrook Capital held 3,368 shares of Exelon worth $155K as of Q1 2025.
  • Lindbrook Capital sold 544 Exelon shares in Q1 2025, an estimated $22.7K.
  • Exelon made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #492 holding.
  • Lindbrook Capital first reported a position in Exelon in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Exelon position peaked at $277K in Q4 2021.
  • 1,196 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.