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MFA Wealth Advisors’s Exelon EXC Stock Holding History

MFA Wealth Advisors’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
Q4 		– Sell
-2,917
Closed -$118K – 177
2024
Q3 		$118K Hold
2,917
– – 0.03% 126
2024
Q2 		$101K Buy
+2,917
New +$108K 0.02% 130
2020
Q3 		– Sell
-4,090
Closed -$106K – 92
2020
Q2 		$106K Buy
+4,090
New +$109K 0.07% 53

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFA Wealth Advisors's EXC Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Exelon (EXC) in Q4 2024, closing a stake of 2,917 shares — an estimated $118K sold.

MFA Wealth Advisors first reported a position in EXC in Q2 2020 and held it in 3 quarters. The position peaked at $118K in Q3 2024. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 2,917 Exelon shares in Q4 2024, an estimated $118K.
  • MFA Wealth Advisors first reported a position in Exelon in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Exelon position peaked at $118K in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.