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Pathway Financial Advisers’s Exelon EXC Stock Holding History

Pathway Financial Advisers’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 		– Sell
-1,738
Closed -$78.2K – 210
2025
Q3 		$78.2K Buy
+1,738
New +$76.3K 0.02% 201
2025
Q1 		– Sell
-1,727
Closed -$65K – 231
2024
Q4 		$65K Sell
1,727
-68,113
-98% -$2.64M 0.02% 216
2024
Q3 		$1.72K Buy
69,840
+68,128
+3,979% +$2.56M ﹤0.01% 357
2024
Q2 		$59.2K Buy
1,712
+13
+0.8% +$480 0.02% 218
2024
Q1 		$63.9K Buy
1,699
+10
+0.6% +$357 0.02% 213
2023
Q4 		$60.6K Buy
1,689
+10
+0.6% +$385 0.02% 214
2023
Q3 		$63.4K Buy
+1,679
New +$68.4K 0.03% 215
2023
Q1 		$54.4K Sell
1,299
-74
-5% -$3.08K 0.02% 230
2022
Q4 		$59.4K Buy
+1,373
New +$54.2K 0.02% 233

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pathway Financial Advisers's EXC Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Exelon (EXC) in Q4 2025, closing a stake of 1,738 shares — an estimated $78.2K sold.

Pathway Financial Advisers first reported a position in EXC in Q4 2022 and held it in 9 quarters. The position peaked at $78.2K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,738 Exelon shares in Q4 2025, an estimated $78.2K.
  • Pathway Financial Advisers first reported a position in Exelon in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Exelon position peaked at $78.2K in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.