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Peterson Financial Group’s Exelon EXC Stock Holding History

Peterson Financial Group’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
2024
Q3 		$22.5K Buy
+555
New +$20.9K 0.09% 146

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Peterson Financial Group's EXC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Exelon (EXC) in Q3 2024: 555 shares worth $22.5K. The stake represents 0.09% of the portfolio and ranks #146 among its holdings.

1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

  • Peterson Financial Group held 555 shares of Exelon worth $22.5K as of Q3 2024.
  • Exelon was a new Peterson Financial Group position in Q3 2024.
  • Exelon made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #146 holding.
  • 1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.