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Mattson Financial Services’s Exelon EXC Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-1,280
Closed -$59K – 222
2025
Q1 		$59K Hold
1,280
– – 0.02% 179
2024
Q4 		$51.9K Buy
+1,280
New +$49.7K 0.02% 172

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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mattson Financial Services's EXC Position: Q2 2025 in Review

Mattson Financial Services sold out of Exelon (EXC) in Q2 2025, closing a stake of 1,280 shares — an estimated $59K sold.

Mattson Financial Services first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $59K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Mattson Financial Services reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,280 Exelon shares in Q2 2025, an estimated $59K.
  • Mattson Financial Services first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Exelon position peaked at $59K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.