Passumpsic Savings Bank’s Exelon EXC Stock Holding History

Passumpsic Savings Bank’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 Q4	$253K	Buy	+5,802	New	+$265K	0.14%	84

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Passumpsic Savings Bank's EXC Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Exelon (EXC) in Q4 2025: 5,802 shares worth $253K. The stake represents 0.14% of the portfolio and ranks #84 among its holdings.

1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Passumpsic Savings Bank held 5,802 shares of Exelon worth $253K as of Q4 2025.
Exelon was a new Passumpsic Savings Bank position in Q4 2025.
Exelon made up 0.14% of Passumpsic Savings Bank's portfolio in Q4 2025, its #84 holding.
1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.