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Longfellow Investment Management’s Exelon EXC Stock Holding History

Longfellow Investment Management’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
-6,485
Closed -$244K – 291
2024
Q4 		$244K Sell
6,485
-415
-6% -$16.1K 0.06% 134
2024
Q3 		$280K Buy
6,900
+41
+0.6% +$1.54K 0.07% 137
2024
Q2 		$237K Buy
6,859
+46
+0.7% +$1.7K 0.06% 133
2024
Q1 		$256K Buy
+6,813
New +$243K 0.06% 133
2021
Q4 		– Sell
-14,148
Closed -$488K – 402
2021
Q3 		$488K Hold
14,148
– – 0.08% 162
2021
Q2 		$448K Sell
14,148
-9,030
-39% -$291K 0.06% 176
2021
Q1 		$724K Sell
23,178
-3,449
-13% -$104K 0.09% 208
2020
Q4 		$802K Buy
+26,627
New +$786K 0.1% 167

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 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

Longfellow Investment Management's EXC Position: Q1 2025 in Review

Longfellow Investment Management sold out of Exelon (EXC) in Q1 2025, closing a stake of 6,485 shares — an estimated $244K sold.

Longfellow Investment Management first reported a position in EXC in Q4 2020 and held it in 8 quarters. The position peaked at $802K in Q4 2020. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Longfellow Investment Management reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 6,485 Exelon shares in Q1 2025, an estimated $244K.
  • Longfellow Investment Management first reported a position in Exelon in Q4 2020 and held it in 8 quarters.
  • Longfellow Investment Management's Exelon position peaked at $802K in Q4 2020.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.