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Nikulski Financial’s Exelon EXC Stock Holding History

Nikulski Financial’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
Q4 		– Sell
-8,346
Closed -$376K – 170
2025
Q3 		$376K Hold
8,346
– – 0.09% 118
2025
Q2 		$362K Buy
8,346
+1,721
+26% +$76.6K 0.1% 108
2025
Q1 		$305K Hold
6,625
– – 0.09% 109
2024
Q4 		$249K Buy
+6,625
New +$257K 0.07% 122

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nikulski Financial's EXC Position: Q4 2025 in Review

Nikulski Financial sold out of Exelon (EXC) in Q4 2025, closing a stake of 8,346 shares — an estimated $376K sold.

Nikulski Financial first reported a position in EXC in Q4 2024 and held it in 4 quarters. The position peaked at $376K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Nikulski Financial reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Nikulski Financial sold 8,346 Exelon shares in Q4 2025, an estimated $376K.
  • Nikulski Financial first reported a position in Exelon in Q4 2024 and held it in 4 quarters.
  • Nikulski Financial's Exelon position peaked at $376K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.