&Partners’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.8M	Buy	41,484 +4,584	+12%	+$199K	0.01%	718
2025 Q1	$1.65M	Buy	36,900 +2,592	+8%	+$116K	0.02%	617
2024 Q4	$1.3M	Buy	34,308 +18,016	+111%	+$685K	0.02%	657
2024 Q3	$661K	Buy	+16,292	New	+$661K	0.01%	738