PrairieView Partners’s Exelon EXC Stock Holding History

PrairieView Partners’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 Q2	$10K	Hold	242	–	–	﹤0.01%	289
2025 Q1	$11K	Hold	242	–	–	﹤0.01%	275
2024 Q4	$9K	Hold	242	–	–	﹤0.01%	292
2024 Q3	$9K	Hold	242	–	–	﹤0.01%	289
2024 Q2	$8K	Sell	242 -12	-5%	-$443	﹤0.01%	304
2024 Q1	$10K	Hold	254	–	–	﹤0.01%	281
2023 Q4	$9K	Sell	254 -328	-56%	-$12.6K	﹤0.01%	279
2023 Q3	$21K	Hold	582	–	–	﹤0.01%	239
2023 Q2	$23K	Sell	582 -657	-53%	-$27.2K	﹤0.01%	258
2023 Q1	$51K	Hold	1,239	–	–	0.01%	184
2022 Q4	$53K	Hold	1,239	–	–	0.01%	183
2022 Q3	$46K	Sell	1,239 -125	-9%	-$5.53K	0.01%	183
2022 Q2	$62K	Buy	1,364 +125	+10%	+$5.88K	0.01%	170
2022 Q1	$59K	Sell	1,239 -498	-29%	-$21.1K	0.01%	182
2021 Q4	$72K	Hold	1,737	–	–	0.01%	179
2021 Q3	$60K	Hold	1,737	–	–	0.01%	153
2021 Q2	$55K	Hold	1,737	–	–	0.01%	160
2021 Q1	$54K	Hold	1,737	–	–	0.01%	161
2020 Q4	$52K	Hold	1,737	–	–	0.01%	153
2020 Q3	$44K	Hold	1,737	–	–	0.01%	152
2020 Q2	$45K	Hold	1,737	–	–	0.01%	144
2020 Q1	$46K	Buy	+1,737	New	+$54.6K	0.01%	135

Other funds holding EXC

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PrairieView Partners's EXC Position: Q2 2025 in Review

PrairieView Partners held its Exelon (EXC) position steady in Q2 2025 at 242 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

PrairieView Partners first reported a position in EXC in Q1 2020 and has held it in 22 quarters since. The position peaked at $72K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

PrairieView Partners held 242 shares of Exelon worth $10K as of Q2 2025.
PrairieView Partners left its Exelon share count unchanged in Q2 2025.
Exelon made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #289 holding.
PrairieView Partners first reported a position in Exelon in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Exelon position peaked at $72K in Q4 2021.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.