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NEXT Financial Holdings’s Exelon EXC Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$35K Buy
+972
New +$33.1K 0.01% 820

Other funds holding EXC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEXT Financial Holdings's EXC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Exelon (EXC) in Q1 2019: 972 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #820 among its holdings.

1,008 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

  • NEXT Financial Holdings held 972 shares of Exelon worth $35K as of Q1 2019.
  • Exelon was a new NEXT Financial Holdings position in Q1 2019.
  • Exelon made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #820 holding.
  • 1,008 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.