Lowe Wealth Advisors’s Exelon EXC Stock Holding History

Lowe Wealth 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 Q3	$12.5K	Sell	278 -21	-7%	-$922	﹤0.01%	244
2025 Q2	$13K	Hold	299	–	–	0.01%	234
2025 Q1	$13.8K	Hold	299	–	–	0.01%	226
2024 Q4	$11.3K	Sell	299 -25	-8%	-$970	﹤0.01%	225
2024 Q3	$13.1K	Sell	324 -21	-6%	-$790	0.01%	205
2024 Q2	$11.9K	Sell	345 -334	-49%	-$12.3K	0.01%	209
2024 Q1	$25.5K	Sell	679 -92	-12%	-$3.29K	0.01%	149
2023 Q4	$27.7K	Sell	771 -74	-9%	-$2.85K	0.01%	144
2023 Q3	$31.9K	Sell	845 -25	-3%	-$1.02K	0.02%	129
2023 Q2	$35.4K	Hold	870	–	–	0.02%	128
2023 Q1	$36.4K	Hold	870	–	–	0.02%	120
2022 Q4	$37.6K	Hold	870	–	–	0.02%	118
2022 Q3	$33K	Hold	870	–	–	0.02%	112
2022 Q2	$39K	Hold	870	–	–	0.02%	105
2022 Q1	$41K	Buy	870 +236	+37%	+$10K	0.02%	112
2021 Q4	$26K	Hold	634	–	–	0.01%	133
2021 Q3	$22K	Hold	634	–	–	0.01%	134
2021 Q2	$20K	Sell	634 -89	-12%	-$2.87K	0.01%	139
2021 Q1	$23K	Hold	723	–	–	0.01%	125
2020 Q4	$22K	Hold	723	–	–	0.01%	125
2020 Q3	$18K	Hold	723	–	–	0.01%	124
2020 Q2	$19K	Hold	723	–	–	0.01%	112
2020 Q1	$19K	Hold	723	–	–	0.01%	109
2019 Q4	$24K	Hold	723	–	–	0.01%	109
2019 Q3	$25K	Hold	723	–	–	0.01%	101
2019 Q2	$25K	Hold	723	–	–	0.02%	102
2019 Q1	$25K	Hold	723	–	–	0.02%	96
2018 Q4	$23K	Hold	723	–	–	0.02%	98
2018 Q3	$23K	Hold	723	–	–	0.01%	106
2018 Q2	$22K	Hold	723	–	–	0.01%	105
2018 Q1	$20K	Hold	723	–	–	0.01%	112
2017 Q4	$20K	Hold	723	–	–	0.01%	117
2017 Q3	$19K	Hold	723	–	–	0.01%	114
2017 Q2	$19K	Sell	723 -85	-11%	-$2.16K	0.01%	101
2017 Q1	$21K	Buy	808 +85	+12%	+$2.17K	0.01%	96
2016 Q4	$18K	Hold	723	–	–	0.01%	103
2016 Q3	$17K	Hold	723	–	–	0.01%	109
2016 Q2	$19K	Hold	723	–	–	0.01%	97
2016 Q1	$19K	Hold	723	–	–	0.01%	96
2015 Q4	$14K	Hold	723	–	–	0.01%	108
2015 Q3	$15K	Hold	723	–	–	0.01%	99
2015 Q2	$16K	Hold	723	–	–	0.01%	110
2015 Q1	$17K	Sell	723 -314	-30%	-$7.78K	0.01%	107
2014 Q4	$27K	Buy	+1,037	New	+$26.6K	0.02%	90

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Wealth Advisors's EXC Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Exelon (EXC) stake by 7% in Q3 2025, selling an estimated $922 and leaving 278 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Lowe Wealth Advisors first reported a position in EXC in Q4 2014 and has held it in 44 quarters since. The position peaked at $41K in Q1 2022. 1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Lowe Wealth Advisors held 278 shares of Exelon worth $12.5K as of Q3 2025.
Lowe Wealth Advisors sold 21 Exelon shares in Q3 2025, an estimated $922.
Exelon made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #244 holding.
Lowe Wealth Advisors first reported a position in Exelon in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's Exelon position peaked at $41K in Q1 2022.
1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.