RIM
EXC icon

Redwood Investment Management’s Exelon EXC Stock Holding History

Redwood Investment 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
2024
Q4 		– Sell
-50,456
Closed -$2.04M – 340
2024
Q3 		$2.04M Buy
+50,456
New +$1.9M 0.18% 112

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Investment Management's EXC Position: Q4 2024 in Review

Redwood Investment Management sold out of Exelon (EXC) in Q4 2024, closing a stake of 50,456 shares — an estimated $2.04M sold.

Redwood Investment Management first reported a position in EXC in Q3 2024 and held it in 1 quarter. The position peaked at $2.04M in Q3 2024. 1,100 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Redwood Investment Management reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • Redwood Investment Management sold 50,456 Exelon shares in Q4 2024, an estimated $2.04M.
  • Redwood Investment Management first reported a position in Exelon in Q3 2024 and held it in 1 quarter.
  • Redwood Investment Management's Exelon position peaked at $2.04M in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Redwood Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.