Olistico Wealth’s Exelon EXC Stock Holding History

Olistico Wealth’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 Q3	–	Sell	-67	Closed	-$2.91K	–	175
2025 Q2	$2.91K	Buy	+67	New	+$2.98K	﹤0.01%	320

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Olistico Wealth's EXC Position: Q3 2025 in Review

Olistico Wealth sold out of Exelon (EXC) in Q3 2025, closing a stake of 67 shares — an estimated $2.91K sold.

Olistico Wealth first reported a position in EXC in Q2 2025 and held it in 1 quarter. The position peaked at $2.91K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Olistico Wealth reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
Olistico Wealth sold 67 Exelon shares in Q3 2025, an estimated $2.91K.
Olistico Wealth first reported a position in Exelon in Q2 2025 and held it in 1 quarter.
Olistico Wealth's Exelon position peaked at $2.91K in Q2 2025.
1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Olistico Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.