Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,219,088
Closed -$42.2M 200
2024
Q2
$42.2M Hold
1,219,088
1.4% 33
2024
Q1
$45.8M Hold
1,219,088
1.66% 25
2023
Q4
$43.8M Buy
1,219,088
+175,602
+17% +$6.76M 1.66% 21
2023
Q3
$39.4M Buy
1,043,486
+13,969
+1% +$569K 1.72% 22
2023
Q2
$41.9M Sell
1,029,517
-12,933
-1% -$535K 1.83% 17
2023
Q1
$43.7M Sell
1,042,450
-9,577
-0.9% -$399K 2.06% 16
2022
Q4
$45.5M Buy
1,052,027
+183,958
+21% +$7.27M 2.45% 11
2022
Q3
$32.5M Sell
868,069
-110,300
-11% -$4.88M 1.97% 23
2022
Q2
$44.3M Buy
978,369
+222,612
+29% +$10.5M 2.65% 8
2022
Q1
$36.4M Sell
755,757
-38,421
-5% -$1.63M 2.63% 10
2021
Q4
$32.6M Buy
+794,178
New +$29.9M 2.32% 13
2020
Q1
Sell
-20,744
Closed -$671K 306
2019
Q4
$671K Sell
20,744
-70,913
-77% -$2.3M 0.07% 244
2019
Q3
$3.16M Buy
91,657
+40,300
+78% +$1.35M 0.16% 143
2019
Q2
$1.75M Hold
51,357
0.14% 167
2019
Q1
$1.82M Buy
+51,357
New +$1.75M 0.15% 161
2018
Q4
Sell
-298,598
Closed -$9.07M 358
2018
Q3
$9.07M Sell
298,598
-16,145
-5% -$497K 0.54% 52
2018
Q2
$9.57M Sell
314,743
-251,493
-44% -$7.2M 0.59% 41
2018
Q1
$15.5M Buy
566,236
+271,210
+92% +$7.32M 0.63% 32
2017
Q4
$8.32M Sell
295,026
-500,967
-63% -$14.4M 0.32% 91
2017
Q3
$21.3M Sell
795,993
-239,005
-23% -$6.39M 0.87% 28
2017
Q2
$26.4M Sell
1,034,998
-225,679
-18% -$5.74M 1.17% 13
2017
Q1
$32M Buy
1,260,677
+350,213
+38% +$8.92M 1.26% 8
2016
Q4
$23.3M Buy
910,464
+209,770
+30% +$4.97M 1.09% 17
2016
Q3
$16.6M Buy
+700,694
New +$17.6M 0.82% 31
2016
Q2
Sell
-783,223
Closed -$19.9M 192
2016
Q1
$19.9M Hold
783,223
1.03% 24
2015
Q4
$15.5M Buy
783,223
+125,434
+19% +$2.54M 0.78% 36
2015
Q3
$13.8M Sell
657,789
-246,657
-27% -$5.54M 0.74% 41
2015
Q2
$20.2M Buy
904,446
+200,498
+28% +$4.8M 1.04% 21
2015
Q1
$16.8M Hold
703,948
0.8% 36
2014
Q4
$19.1M Buy
703,948
+197,733
+39% +$5.07M 0.87% 31
2014
Q3
$12.3M Buy
506,215
+292,243
+137% +$6.84M 0.57% 54
2014
Q2
$5.6M Buy
+213,972
New +$5.46M 0.24% 111
2014
Q1
Sell
-952,569
Closed -$18.6M 218
2013
Q4
$18.6M Buy
952,569
+227,393
+31% +$4.58M 1.09% 19
2013
Q3
$15.3M Buy
725,176
+650,534
+872% +$14.2M 1.07% 29
2013
Q2
$1.65M Buy
+74,642
New +$1.81M 0.12% 145

Other funds holding EXC

Meag Munich Ergo's EXC Position: Q3 2024 in Review

Meag Munich Ergo sold out of Exelon (EXC) in Q3 2024, closing a stake of 1,219,088 shares — an estimated $42.2M sold.

Meag Munich Ergo first reported a position in EXC in Q2 2013 and held it in 35 quarters. The position peaked at $45.8M in Q1 2024. 1,051 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

  • Meag Munich Ergo reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
  • Meag Munich Ergo sold 1,219,088 Exelon shares in Q3 2024, an estimated $42.2M.
  • Meag Munich Ergo first reported a position in Exelon in Q2 2013 and held it in 35 quarters.
  • Meag Munich Ergo's Exelon position peaked at $45.8M in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Meag Munich Ergo's 13F filing for Q3 2024, filed 11 Oct 2024.