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McGlone Suttner Wealth Management’s Exelon EXC Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-550
Closed -$19.7K – 387
2023
Q4 		$19.7K Buy
+550
New +$21.2K ﹤0.01% 445

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

McGlone Suttner Wealth Management's EXC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Exelon (EXC) in Q1 2024, closing a stake of 550 shares — an estimated $19.7K sold.

McGlone Suttner Wealth Management first reported a position in EXC in Q4 2023 and held it in 1 quarter. The position peaked at $19.7K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 550 Exelon shares in Q1 2024, an estimated $19.7K.
  • McGlone Suttner Wealth Management first reported a position in Exelon in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Exelon position peaked at $19.7K in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.