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Morse Asset Management’s Exelon EXC Stock Holding History

Morse Asset 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
2025
Q2 		– Sell
-2,201
Closed -$101K – 370
2025
Q1 		$101K Buy
2,201
+2,200
+220,000% +$92K 0.03% 173
2024
Q4 		$38 Hold
1
– – ﹤0.01% 327
2024
Q3 		$41 Buy
+1
New +$38 ﹤0.01% 339

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morse Asset Management's EXC Position: Q2 2025 in Review

Morse Asset Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 2,201 shares — an estimated $101K sold.

Morse Asset Management first reported a position in EXC in Q3 2024 and held it in 3 quarters. The position peaked at $101K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Morse Asset Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Morse Asset Management sold 2,201 Exelon shares in Q2 2025, an estimated $101K.
  • Morse Asset Management first reported a position in Exelon in Q3 2024 and held it in 3 quarters.
  • Morse Asset Management's Exelon position peaked at $101K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Morse Asset Management's 13F filing for Q2 2025, filed 15 Aug 2025.