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Northwest Financial Advisors’s Exelon EXC Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-1,982
Closed -$80.4K – 241
2024
Q3 		$80.4K Buy
+1,982
New +$74.5K 0.06% 181
2024
Q1 		– Sell
-2,926
Closed -$105K – 221
2023
Q4 		$105K Buy
+2,926
New +$113K 0.09% 137

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Financial Advisors's EXC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Exelon (EXC) in Q4 2024, closing a stake of 1,982 shares — an estimated $80.4K sold.

Northwest Financial Advisors first reported a position in EXC in Q4 2023 and held it in 2 quarters. The position peaked at $105K in Q4 2023. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,982 Exelon shares in Q4 2024, an estimated $80.4K.
  • Northwest Financial Advisors first reported a position in Exelon in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Exelon position peaked at $105K in Q4 2023.
  • 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.