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Masso Torrence Wealth Management’s Exelon EXC Stock Holding History

Masso Torrence Wealth 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
Q3 		$202K Buy
+4,487
New +$197K 0.08% 103
2025
Q2 		– Sell
-4,487
Closed -$207K – 103
2025
Q1 		$207K Buy
+4,487
New +$188K 0.11% 91

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

Masso Torrence Wealth Management's EXC Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in Exelon (EXC) in Q3 2025: 4,487 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings. This is a return to the name: Masso Torrence Wealth Management previously reported a position in EXC as recently as Q1 2025.

Masso Torrence Wealth Management first reported a position in EXC in Q1 2025 and has held it in 2 quarters since. The position peaked at $207K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Masso Torrence Wealth Management held 4,487 shares of Exelon worth $202K as of Q3 2025.
  • Exelon was a new Masso Torrence Wealth Management position in Q3 2025.
  • Exelon made up 0.08% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #103 holding.
  • Masso Torrence Wealth Management first reported a position in Exelon in Q1 2025 and has held it in 2 quarters since.
  • Masso Torrence Wealth Management's Exelon position peaked at $207K in Q1 2025.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.