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Operose Advisors’s Exelon EXC Stock Holding History

Operose 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
-337
Closed -$13.7K – 510
2024
Q3 		$13.7K Sell
337
-254
-43% -$9.55K ﹤0.01% 452
2024
Q2 		$20.5K Hold
591
– – 0.01% 351
2024
Q1 		$22.2K Hold
591
– – 0.01% 371
2023
Q4 		$21.2K Sell
591
-513
-46% -$19.8K 0.01% 357
2023
Q3 		$41.7K Buy
1,104
+850
+335% +$34.6K 0.02% 342
2023
Q2 		$10.3K Hold
254
– – ﹤0.01% 278
2023
Q1 		$10.6K Hold
254
– – 0.01% 266
2022
Q4 		$11K Hold
254
– – 0.01% 271
2022
Q3 		$10K Hold
254
– – 0.01% 258
2022
Q2 		$12K Hold
254
– – 0.01% 226
2022
Q1 		$12K Sell
254
-102
-29% -$4.32K 0.01% 252
2021
Q4 		$15K Buy
+356
New +$13.4K 0.01% 229

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

Operose Advisors's EXC Position: Q4 2024 in Review

Operose Advisors sold out of Exelon (EXC) in Q4 2024, closing a stake of 337 shares — an estimated $13.7K sold.

Operose Advisors first reported a position in EXC in Q4 2021 and held it in 12 quarters. The position peaked at $41.7K in Q3 2023. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Operose Advisors reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 337 Exelon shares in Q4 2024, an estimated $13.7K.
  • Operose Advisors first reported a position in Exelon in Q4 2021 and held it in 12 quarters.
  • Operose Advisors's Exelon position peaked at $41.7K in Q3 2023.
  • 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.