OPS
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Orion Portfolio Solutions’s Exelon EXC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$868K Buy
18,833
+10,197
+118% +$426K 0.01% 1158
2024
Q4 		$325K Sell
8,636
-482
-5% -$18.7K ﹤0.01% 1519
2024
Q3 		$370K Buy
9,118
+1,051
+13% +$39.5K ﹤0.01% 1437
2024
Q2 		$279K Sell
8,067
-6,469
-45% -$239K ﹤0.01% 1488
2024
Q1 		$546K Sell
14,536
-1,657
-10% -$59.2K 0.01% 1230
2023
Q4 		$594K Sell
16,193
-1,013
-6% -$39K 0.01% 1144
2023
Q3 		$650K Buy
17,206
+1,539
+10% +$62.7K 0.01% 1102
2023
Q2 		$638K Buy
15,667
+592
+4% +$24.5K 0.01% 1122
2023
Q1 		$631K Buy
15,075
+5,458
+57% +$228K 0.01% 1058
2022
Q4 		$416K Buy
9,617
+921
+11% +$36.4K 0.01% 551
2022
Q3 		$326K Buy
8,696
+594
+7% +$26.3K 0.01% 542
2022
Q2 		$367K Buy
8,102
+1,707
+27% +$80.3K 0.01% 487
2022
Q1 		$305K Sell
6,395
-1,273
-17% -$53.9K 0.01% 573
2021
Q4 		$316K Sell
7,668
-46
-0.6% -$1.73K 0.01% 558
2021
Q3 		$266K Buy
7,714
+539
+8% +$18.4K 0.01% 559
2021
Q2 		$227K Buy
7,175
+204
+3% +$6.57K 0.01% 558
2021
Q1 		$217K Buy
+6,971
New +$209K 0.01% 508
2020
Q3 		– Sell
-6,337
Closed -$164K – 928
2020
Q2 		$164K Buy
6,337
+1,675
+36% +$44.5K 0.01% 443
2020
Q1 		$122K Buy
4,662
+1,257
+37% +$39.5K 0.01% 412
2019
Q4 		$111K Buy
+3,405
New +$110K 0.01% 401

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Portfolio Solutions's EXC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Exelon (EXC) stake by 118% in Q1 2025, buying an estimated $426K and bringing the position to 18,833 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #1158.

Orion Portfolio Solutions first reported a position in EXC in Q4 2019 and has held it in 20 quarters since. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Orion Portfolio Solutions held 18,833 shares of Exelon worth $868K as of Q1 2025.
  • Orion Portfolio Solutions bought 10,197 Exelon shares in Q1 2025, an estimated $426K.
  • Exelon made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1158 holding.
  • Orion Portfolio Solutions first reported a position in Exelon in Q4 2019 and has held it in 20 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.