MPWM Advisory Solutions’s Exelon EXC Stock Holding History

MPWM Advisory Solutions’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	-29	Closed	-$1.34K	–	609
2025 Q1	$1.34K	Hold	29	–	–	﹤0.01%	505
2024 Q4	$1.09K	Buy	+29	New	+$1.13K	﹤0.01%	535

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

MPWM Advisory Solutions's EXC Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Exelon (EXC) in Q2 2025, closing a stake of 29 shares — an estimated $1.34K sold.

MPWM Advisory Solutions first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $1.34K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

MPWM Advisory Solutions reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 29 Exelon shares in Q2 2025, an estimated $1.34K.
MPWM Advisory Solutions first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Exelon position peaked at $1.34K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.