Napa Wealth Management’s Exelon EXC Stock Holding History

Napa Wealth 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	-17,029	Closed	-$785K	–	144
2025 Q1	$785K	Buy	+17,029	New	+$712K	0.44%	54

Other funds holding EXC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Napa Wealth Management's EXC Position: Q2 2025 in Review

Napa Wealth Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 17,029 shares — an estimated $785K sold.

Napa Wealth Management first reported a position in EXC in Q1 2025 and held it in 1 quarter. The position peaked at $785K in Q1 2025. 1,177 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Napa Wealth Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 17,029 Exelon shares in Q2 2025, an estimated $785K.
Napa Wealth Management first reported a position in Exelon in Q1 2025 and held it in 1 quarter.
Napa Wealth Management's Exelon position peaked at $785K in Q1 2025.
1,177 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.