PWM
EXC icon

Parkworth Wealth Management’s Exelon EXC Stock Holding History

Parkworth Wealth Management’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 		$1.56K Buy
36
+25
+227% +$1.11K ﹤0.01% 307
2025
Q1 		$507 Hold
11
– – ﹤0.01% 417
2024
Q4 		$414 Buy
+11
New +$427 ﹤0.01% 490

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Parkworth Wealth Management's EXC Position: Q2 2025 in Review

Parkworth Wealth Management increased its Exelon (EXC) stake by 227% in Q2 2025, buying an estimated $1.11K and bringing the position to 36 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Parkworth Wealth Management first reported a position in EXC in Q4 2024 and has held it in 3 quarters since. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Parkworth Wealth Management held 36 shares of Exelon worth $1.56K as of Q2 2025.
  • Parkworth Wealth Management bought 25 Exelon shares in Q2 2025, an estimated $1.11K.
  • Exelon made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #307 holding.
  • Parkworth Wealth Management first reported a position in Exelon in Q4 2024 and has held it in 3 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.