New Wave Wealth Advisors’s Exelon EXC Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-21	Closed	-$790	–	304
2024 Q4	$790	Buy	+21	New	+$815	﹤0.01%	644

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New Wave Wealth Advisors's EXC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Exelon (EXC) in Q1 2025, closing a stake of 21 shares — an estimated $790 sold.

New Wave Wealth Advisors first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $790 in Q4 2024. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

New Wave Wealth Advisors reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 21 Exelon shares in Q1 2025, an estimated $790.
New Wave Wealth Advisors first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Exelon position peaked at $790 in Q4 2024.
1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.