R Squared’s Exelon EXC Stock Holding History

R Squared’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	-14,810	Closed	-$682K	–	498
2025 Q1	$682K	Buy	14,810 +10,810	+270%	+$452K	0.73%	29
2024 Q4	$151K	Buy	+4,000	New	+$155K	0.15%	168

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

R Squared's EXC Position: Q2 2025 in Review

R Squared sold out of Exelon (EXC) in Q2 2025, closing a stake of 14,810 shares — an estimated $682K sold.

R Squared first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $682K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

R Squared reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
R Squared sold 14,810 Exelon shares in Q2 2025, an estimated $682K.
R Squared first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
R Squared's Exelon position peaked at $682K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.