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PSI Advisors’s Exelon EXC Stock Holding History

PSI 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
2025
Q2 		– Sell
-262
Closed -$12.1K – 282
2025
Q1 		$12.1K Hold
262
– – ﹤0.01% 430
2024
Q4 		$9.86K Hold
262
– – ﹤0.01% 528
2024
Q3 		$10.6K Hold
262
– – ﹤0.01% 526
2024
Q2 		$9.07K Buy
+262
New +$9.67K ﹤0.01% 532
2024
Q1 		– Sell
-28
Closed -$1.01K – 827
2023
Q4 		$1.01K Hold
28
– – ﹤0.01% 768
2023
Q3 		$1.06K Hold
28
– – ﹤0.01% 729
2023
Q2 		$1.14K Buy
+28
New +$1.16K ﹤0.01% 710

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PSI Advisors's EXC Position: Q2 2025 in Review

PSI Advisors sold out of Exelon (EXC) in Q2 2025, closing a stake of 262 shares — an estimated $12.1K sold.

PSI Advisors first reported a position in EXC in Q2 2023 and held it in 7 quarters. The position peaked at $12.1K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • PSI Advisors reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 262 Exelon shares in Q2 2025, an estimated $12.1K.
  • PSI Advisors first reported a position in Exelon in Q2 2023 and held it in 7 quarters.
  • PSI Advisors's Exelon position peaked at $12.1K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.