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Pacific Capital Wealth Advisors’s Exelon EXC Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-617
Closed -$23.2K – 179
2024
Q4 		$23.2K Hold
617
– – ﹤0.01% 209
2024
Q3 		$25K Hold
617
– – ﹤0.01% 211
2024
Q2 		$21.4K Hold
617
– – ﹤0.01% 226
2024
Q1 		$23.2K Hold
617
– – 0.01% 178
2023
Q4 		$22.1K Buy
+617
New +$23.8K 0.01% 188
2020
Q4 		– Sell
-865
Closed -$22K – 102
2020
Q3 		$22K Buy
+865
New +$22.9K 0.01% 142

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

Pacific Capital Wealth Advisors's EXC Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Exelon (EXC) in Q1 2025, closing a stake of 617 shares — an estimated $23.2K sold.

Pacific Capital Wealth Advisors first reported a position in EXC in Q3 2020 and held it in 6 quarters. The position peaked at $25K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 617 Exelon shares in Q1 2025, an estimated $23.2K.
  • Pacific Capital Wealth Advisors first reported a position in Exelon in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Exelon position peaked at $25K in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.