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Mount Yale Investment Advisors’s Exelon EXC Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-674
Closed -$29.3K – 976
2025
Q2 		$29.3K Buy
+674
New +$30K ﹤0.01% 959
2018
Q4 		– Sell
-830
Closed -$26K – 465
2018
Q3 		$26K Sell
830
-49
-6% -$1.51K ﹤0.01% 728
2018
Q2 		$27K Hold
879
– – 0.01% 737
2018
Q1 		$24K Buy
+879
New +$23.7K 0.01% 735

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's EXC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Exelon (EXC) in Q3 2025, closing a stake of 674 shares — an estimated $29.3K sold.

Mount Yale Investment Advisors first reported a position in EXC in Q1 2018 and held it in 4 quarters. The position peaked at $29.3K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 674 Exelon shares in Q3 2025, an estimated $29.3K.
  • Mount Yale Investment Advisors first reported a position in Exelon in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Exelon position peaked at $29.3K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.