NAAA
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New Age Alpha Advisors’s Exelon EXC Stock Holding History

New Age Alpha 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
2026
Q1 		$6.3M Sell
128,536
-5,161
-4% -$240K 0.29% 85
2025
Q4 		$5.83M Buy
133,697
+4,380
+3% +$200K 0.25% 99
2025
Q3 		$5.82M Sell
129,317
-8,537
-6% -$375K 0.24% 105
2025
Q2 		$5.99M Sell
137,854
-32,506
-19% -$1.45M 0.26% 95
2025
Q1 		$7.85M Buy
170,360
+82,305
+93% +$3.44M 0.35% 62
2024
Q4 		$3.31M Buy
+88,055
New +$3.42M 0.13% 223

Other funds holding EXC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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