Raleigh Capital Management’s Exelon EXC Stock Holding History

Raleigh Capital Management’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 Q1	–	Sell	-194	Closed	-$7.3K	–	718
2024 Q4	$7.3K	Sell	194 -30	-13%	-$1.16K	﹤0.01%	655
2024 Q3	$9.08K	Buy	224 +14	+7%	+$526	﹤0.01%	615
2024 Q2	$7.27K	Sell	210 -20	-9%	-$738	﹤0.01%	622
2024 Q1	$8.64K	Sell	230 -221	-49%	-$7.9K	﹤0.01%	582
2023 Q4	$16.2K	Buy	451 +180	+66%	+$6.93K	0.01%	480
2023 Q3	$10.2K	Buy	271 +3	+1%	+$122	0.01%	511
2023 Q2	$10.9K	Hold	268	–	–	0.01%	468
2023 Q1	$11.2K	Sell	268 -18	-6%	-$750	0.01%	476
2022 Q4	$12.4K	Hold	286	–	–	0.01%	393
2022 Q3	$11K	Sell	286 -33	-10%	-$1.46K	0.01%	342
2022 Q2	$14K	Buy	+319	New	+$15K	0.01%	319
2022 Q1	–	Sell	-29	Closed	-$1K	–	623
2021 Q4	$1K	Buy	+29	New	+$1.09K	﹤0.01%	287

Other funds holding EXC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Raleigh Capital Management's EXC Position: Q1 2025 in Review

Raleigh Capital Management sold out of Exelon (EXC) in Q1 2025, closing a stake of 194 shares — an estimated $7.3K sold.

Raleigh Capital Management first reported a position in EXC in Q4 2021 and held it in 12 quarters. The position peaked at $16.2K in Q4 2023. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Raleigh Capital Management reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 194 Exelon shares in Q1 2025, an estimated $7.3K.
Raleigh Capital Management first reported a position in Exelon in Q4 2021 and held it in 12 quarters.
Raleigh Capital Management's Exelon position peaked at $16.2K in Q4 2023.
1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.