MKA
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M. Kulyk & Associates’s Exelon EXC Stock Holding History

M. Kulyk & Associates’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 		– Sell
-64,806
Closed -$2.81M – 109
2025
Q2 		$2.81M Buy
64,806
+1,809
+3% +$80.5K 0.61% 46
2025
Q1 		$2.9M Sell
62,997
-6,589
-9% -$275K 0.66% 44
2024
Q4 		$2.62M Sell
69,586
-3,010
-4% -$117K 0.57% 44
2024
Q3 		$2.94M Buy
72,596
+179
+0.2% +$6.73K 0.59% 45
2024
Q2 		$2.51M Buy
72,417
+766
+1% +$28.3K 0.58% 46
2024
Q1 		$2.69M Sell
71,651
-31,106
-30% -$1.11M 0.62% 46
2023
Q4 		$3.69M Buy
102,757
+39
+0% +$1.5K 0.86% 42
2023
Q3 		$3.88M Sell
102,718
-2,601
-2% -$106K 1.08% 34
2023
Q2 		$4.29M Sell
105,319
-352
-0.3% -$14.6K 1.2% 32
2023
Q1 		$4.43M Buy
105,671
+2,664
+3% +$111K 1.34% 32
2022
Q4 		$4.45M Buy
103,007
+1,851
+2% +$73.1K 1.49% 27
2022
Q3 		$3.79M Sell
101,156
-13,080
-11% -$578K 1.32% 29
2022
Q2 		$5.18M Buy
114,236
+22,875
+25% +$1.08M 1.61% 18
2022
Q1 		$4.35M Sell
91,361
-44,749
-33% -$1.9M 1.19% 35
2021
Q4 		$5.61M Buy
136,110
+10,374
+8% +$391K 1.45% 28
2021
Q3 		$4.33M Buy
125,736
+4,770
+4% +$163K 1.39% 32
2021
Q2 		$3.82M Buy
120,966
+5,252
+5% +$169K 1.38% 36
2021
Q1 		$3.61M Buy
115,714
+21,814
+23% +$655K 1.35% 36
2020
Q4 		$2.83M Buy
+93,900
New +$2.77M 1.57% 32

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M. Kulyk & Associates's EXC Position: Q3 2025 in Review

M. Kulyk & Associates sold out of Exelon (EXC) in Q3 2025, closing a stake of 64,806 shares — an estimated $2.81M sold.

M. Kulyk & Associates first reported a position in EXC in Q4 2020 and held it in 19 quarters. The position peaked at $5.61M in Q4 2021. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • M. Kulyk & Associates reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • M. Kulyk & Associates sold 64,806 Exelon shares in Q3 2025, an estimated $2.81M.
  • M. Kulyk & Associates first reported a position in Exelon in Q4 2020 and held it in 19 quarters.
  • M. Kulyk & Associates's Exelon position peaked at $5.61M in Q4 2021.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on M. Kulyk & Associates's 13F filing for Q3 2025, filed 10 Nov 2025.