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Piedmont Investment Advisors’s Exelon EXC Stock Holding History

Piedmont Investment Advisors’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
2020
Q2 		– Sell
-148,170
Closed -$3.89M – 232
2020
Q1 		$3.89M Buy
148,170
+122,404
+475% +$3.85M 0.15% 136
2019
Q4 		$838K Buy
25,766
+4,582
+22% +$148K 0.03% 376
2019
Q3 		$730K Sell
21,184
-303,965
-93% -$10.2M 0.03% 393
2019
Q2 		$11.1M Buy
325,149
+26,904
+9% +$950K 0.45% 45
2019
Q1 		$10.7M Buy
298,245
+2,654
+0.9% +$90.4K 0.43% 46
2018
Q4 		$9.51M Buy
295,591
+197,982
+203% +$6.33M 0.45% 47
2018
Q3 		$3.04M Buy
97,609
+38,834
+66% +$1.2M 0.13% 158
2018
Q2 		$1.79M Sell
58,775
-143,719
-71% -$4.11M 0.09% 233
2018
Q1 		$5.63M Sell
202,494
-86,875
-30% -$2.35M 0.15% 170
2017
Q4 		$8.13M Sell
289,369
-956
-0.3% -$27.5K 0.16% 164
2017
Q3 		$7.8M Buy
290,325
+12,857
+5% +$344K 0.17% 167
2017
Q2 		$7.14M Sell
277,468
-211,569
-43% -$5.38M 0.16% 172
2017
Q1 		$12.6M Buy
489,037
+6,303
+1% +$161K 0.26% 110
2016
Q4 		$12.2M Buy
482,734
+12,802
+3% +$304K 0.25% 108
2016
Q3 		$11.2M Sell
469,932
-26,460
-5% -$665K 0.24% 108
2016
Q2 		$12.9M Buy
496,392
+9,201
+2% +$228K 0.26% 100
2016
Q1 		$12.5M Sell
487,191
-23,089
-5% -$517K 0.26% 101
2015
Q4 		$10.1M Buy
510,280
+246,018
+93% +$4.99M 0.21% 120
2015
Q3 		$5.6M Buy
264,262
+2,116
+0.8% +$47.6K 0.13% 175
2015
Q2 		$5.87M Buy
+262,146
New +$6.28M 0.12% 186
2015
Q1 		– Sell
-126,594
Closed -$3.35M – 328
2014
Q4 		$3.35M Hold
126,594
– – 0.2% 89
2014
Q3 		$3.08M Hold
126,594
– – 0.16% 91
2014
Q2 		$3.29M Hold
126,594
– – 0.17% 91
2014
Q1 		$3.03M Buy
+126,594
New +$2.66M 0.17% 86

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Piedmont Investment Advisors's EXC Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Exelon (EXC) in Q2 2020, closing a stake of 148,170 shares — an estimated $3.89M sold.

Piedmont Investment Advisors first reported a position in EXC in Q1 2014 and held it in 24 quarters. The position peaked at $12.9M in Q2 2016. 877 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 148,170 Exelon shares in Q2 2020, an estimated $3.89M.
  • Piedmont Investment Advisors first reported a position in Exelon in Q1 2014 and held it in 24 quarters.
  • Piedmont Investment Advisors's Exelon position peaked at $12.9M in Q2 2016.
  • 877 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.