MW
EXC icon

Marcum Wealth’s Exelon EXC Stock Holding History

Marcum Wealth’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
-7,077
Closed -$266K – 411
2024
Q4 		$266K Buy
7,077
+627
+10% +$24.3K 0.02% 305
2024
Q3 		$262K Sell
6,450
-416
-6% -$15.6K 0.02% 311
2024
Q2 		$238K Sell
6,866
-148
-2% -$5.46K 0.02% 312
2024
Q1 		$264K Buy
7,014
+1,309
+23% +$46.8K 0.03% 294
2023
Q4 		$205K Sell
5,705
-98
-2% -$3.77K 0.02% 332
2023
Q3 		$219K Sell
5,803
-221
-4% -$9.01K 0.03% 301
2023
Q2 		$245K Sell
6,024
-25
-0.4% -$1.03K 0.03% 284
2023
Q1 		$253K Buy
6,049
+191
+3% +$7.96K 0.03% 280
2022
Q4 		$253K Buy
5,858
+400
+7% +$15.8K 0.03% 269
2022
Q3 		$204K Buy
5,458
+216
+4% +$9.55K 0.03% 298
2022
Q2 		$238K Sell
5,242
-22
-0.4% -$1.03K 0.04% 269
2022
Q1 		$251K Sell
5,264
-2,397
-31% -$102K 0.03% 280
2021
Q4 		$316K Sell
7,661
-30
-0.4% -$1.13K 0.04% 239
2021
Q3 		$265K Buy
7,691
+140
+2% +$4.78K 0.04% 259
2021
Q2 		$239K Buy
7,551
+36
+0.5% +$1.16K 0.04% 254
2021
Q1 		$234K Buy
7,515
+669
+10% +$20.1K 0.04% 256
2020
Q4 		$206K Buy
+6,846
New +$202K 0.05% 140

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

Marcum Wealth's EXC Position: Q1 2025 in Review

Marcum Wealth sold out of Exelon (EXC) in Q1 2025, closing a stake of 7,077 shares — an estimated $266K sold.

Marcum Wealth first reported a position in EXC in Q4 2020 and held it in 17 quarters. The position peaked at $316K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Marcum Wealth reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 7,077 Exelon shares in Q1 2025, an estimated $266K.
  • Marcum Wealth first reported a position in Exelon in Q4 2020 and held it in 17 quarters.
  • Marcum Wealth's Exelon position peaked at $316K in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.