Piershale Financial Group’s Exelon EXC Stock Holding History

Piershale 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
2023 Q2	$55.3K	Hold	1,357	–	–	0.04%	38
2023 Q1	$56.8K	Hold	1,357	–	–	0.04%	29
2022 Q4	$58.6K	Buy	+1,357	New	+$53.6K	0.05%	25
2016 Q4	–	Sell	-2,068	Closed	-$49K	–	56
2016 Q3	$49K	Sell	2,068 -339	-14%	-$8.52K	0.04%	35
2016 Q2	$62K	Buy	2,407 +5	+0.2%	+$124	0.05%	29
2016 Q1	$61K	Buy	2,402 +6	+0.3%	+$134	0.04%	28
2015 Q4	$47K	Buy	2,396 +7	+0.3%	+$142	0.03%	40
2015 Q3	$51K	Sell	2,389 -175	-7%	-$3.93K	0.04%	31
2015 Q2	$57K	Buy	2,564 +188	+8%	+$4.5K	0.04%	31
2015 Q1	$57K	Buy	2,376 +5	+0.2%	+$124	0.05%	29
2014 Q4	$63K	Buy	2,371 +6	+0.3%	+$154	0.04%	39
2014 Q3	$58K	Buy	2,365 +4	+0.2%	+$94	0.05%	38
2014 Q2	$61K	Buy	2,361 +6	+0.3%	+$153	0.05%	40
2014 Q1	$56K	Buy	2,355 +577	+32%	+$12.1K	0.07%	41
2013 Q4	$35K	Hold	1,778	–	–	0.05%	36
2013 Q3	$38K	Sell	1,778 -806	-31%	-$17.6K	0.03%	46
2013 Q2	$57K	Buy	+2,584	New	+$62.7K	0.11%	30

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Piershale Financial Group's EXC Position: Q2 2023 in Review

Piershale Financial Group held its Exelon (EXC) position steady in Q2 2023 at 1,357 shares worth $55.3K. The position accounts for 0.04% of the portfolio, ranked #38.

Piershale Financial Group first reported a position in EXC in Q2 2013 and has held it in 17 quarters since. The position peaked at $63K in Q4 2014. 1,004 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

Piershale Financial Group held 1,357 shares of Exelon worth $55.3K as of Q2 2023.
Piershale Financial Group left its Exelon share count unchanged in Q2 2023.
Exelon made up 0.04% of Piershale Financial Group's portfolio in Q2 2023, its #38 holding.
Piershale Financial Group first reported a position in Exelon in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's Exelon position peaked at $63K in Q4 2014.
1,004 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.