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Mine & Arao Wealth Creation & Management’s Exelon EXC Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-2
Closed -$76 – 167
2024
Q1 		$76 Buy
+2
New +$71 ﹤0.01% 378

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's EXC Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Exelon (EXC) in Q2 2024, closing a stake of 2 shares — an estimated $76 sold.

Mine & Arao Wealth Creation & Management first reported a position in EXC in Q1 2024 and held it in 1 quarter. The position peaked at $76 in Q1 2024. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 2 Exelon shares in Q2 2024, an estimated $76.
  • Mine & Arao Wealth Creation & Management first reported a position in Exelon in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Exelon position peaked at $76 in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.