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RE Dickinson Investment Advisors’s Exelon EXC Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$7.5K Hold
199
– – ﹤0.01% 177
2024
Q3 		$8.07K Hold
199
– – ﹤0.01% 170
2024
Q2 		$6.89K Hold
199
– – ﹤0.01% 169
2024
Q1 		$7K Buy
+199
New +$7.11K ﹤0.01% 169

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

RE Dickinson Investment Advisors's EXC Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Exelon (EXC) position steady in Q4 2024 at 199 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

RE Dickinson Investment Advisors first reported a position in EXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $8.07K in Q3 2024. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • RE Dickinson Investment Advisors held 199 shares of Exelon worth $7.5K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Exelon share count unchanged in Q4 2024.
  • Exelon made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #177 holding.
  • RE Dickinson Investment Advisors first reported a position in Exelon in Q1 2024 and has held it in 4 quarters since.
  • RE Dickinson Investment Advisors's Exelon position peaked at $8.07K in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.