Oliver Lagore Vanvalin Investment Group’s Exelon EXC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$12.7K	Buy	+275	New	+$12.2K	0.01%	397
2024 Q4	$10.4K	Hold	275	–	–	﹤0.01%	441
2024 Q3	$11.2K	Hold	275	–	–	﹤0.01%	410
2024 Q2	$9.52K	Hold	275	–	–	﹤0.01%	422
2024 Q1	$10.3K	Hold	275	–	–	﹤0.01%	414
2023 Q4	$9.87K	Hold	275	–	–	﹤0.01%	413
2023 Q3	$10.4K	Hold	275	–	–	﹤0.01%	437
2023 Q2	$11.2K	Hold	275	–	–	﹤0.01%	446
2023 Q1	$11.5K	Hold	275	–	–	﹤0.01%	368
2022 Q4	$11.9K	Buy	275 +256	+1,347%	+$10.1K	0.01%	340
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	572
2022 Q2	$1K	Buy	+19	New	+$893	﹤0.01%	547

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

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

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

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

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

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

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

Oliver Lagore Vanvalin Investment Group's EXC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Exelon (EXC) in Q2 2025: 275 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EXC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EXC in Q2 2022 and has held it in 12 quarters since. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 275 shares of Exelon worth $12.7K as of Q2 2025.
Exelon was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Exelon made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #397 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Exelon in Q2 2022 and has held it in 12 quarters since.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.