Meritage Portfolio Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Buy
2017
Q4
Sell
2017
Q3
$4.97M Sell
2017
Q2
$4.86M Buy
2017
Q1
$4.28M Sell
2016
Q4
$8.05M Sell
2016
Q3
$7.89M Sell
2016
Q2
$8.9M Sell
2016
Q1
$8.9M Buy
2015
Q4
$6.86M Buy