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Nadler Financial Group’s Exelon EXC Stock Holding History

Nadler Financial Group’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
2023
Q4 		– Sell
-5,382
Closed -$203K – 109
2023
Q3 		$203K Buy
5,382
+7
+0.1% +$285 0.03% 102
2023
Q2 		$219K Buy
5,375
+7
+0.1% +$289 0.03% 105
2023
Q1 		$225K Buy
5,368
+7
+0.1% +$292 0.04% 103
2022
Q4 		$232K Buy
+5,361
New +$212K 0.04% 98
2018
Q2 		– Sell
-9,060
Closed -$252K – 86
2018
Q1 		$252K Sell
9,060
-57
-0.6% -$1.54K 0.08% 70
2017
Q4 		$256K Buy
+9,117
New +$262K 0.08% 70
2017
Q1 		– Sell
-9,793
Closed -$248K – 83
2016
Q4 		$248K Buy
+9,793
New +$232K 0.09% 68

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nadler Financial Group's EXC Position: Q4 2023 in Review

Nadler Financial Group sold out of Exelon (EXC) in Q4 2023, closing a stake of 5,382 shares — an estimated $203K sold.

Nadler Financial Group first reported a position in EXC in Q4 2016 and held it in 7 quarters. The position peaked at $256K in Q4 2017. 1,018 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • Nadler Financial Group reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
  • Nadler Financial Group sold 5,382 Exelon shares in Q4 2023, an estimated $203K.
  • Nadler Financial Group first reported a position in Exelon in Q4 2016 and held it in 7 quarters.
  • Nadler Financial Group's Exelon position peaked at $256K in Q4 2017.
  • 1,018 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Nadler Financial Group's 13F filing for Q4 2023, filed 2 Feb 2024.