PFA
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Professional Financial Advisors’s Exelon EXC Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-1,183
Closed -$44K – 200
2022
Q3 		$44K Buy
1,183
+9
+0.8% +$398 0.03% 149
2022
Q2 		$53K Buy
1,174
+8
+0.7% +$376 0.03% 138
2022
Q1 		$56K Sell
1,166
-456
-28% -$19.3K 0.02% 138
2021
Q4 		$67K Buy
1,622
+13
+0.8% +$490 0.03% 151
2021
Q3 		$56K Buy
1,609
+11
+0.7% +$376 0.03% 135
2021
Q2 		$51K Buy
1,598
+14
+0.9% +$451 0.03% 141
2021
Q1 		$49K Buy
1,584
+14
+0.9% +$421 0.03% 127
2020
Q4 		$47K Buy
1,570
+14
+0.9% +$413 0.04% 125
2020
Q3 		$44K Buy
+1,556
New +$41.3K 0.04% 123

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return