Rice Partnership’s Exelon EXC Stock Holding History

Rice Partnership’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	-4,933	Closed	-$227K	–	171
2025 Q1	$227K	Buy	+4,933	New	+$206K	0.05%	93
2024 Q4	–	Sell	-4,933	Closed	-$200K	–	172
2024 Q3	$200K	Buy	+4,933	New	+$185K	0.04%	104

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 $3.37T AUM 44.26% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Rice Partnership's EXC Position: Q2 2025 in Review

Rice Partnership sold out of Exelon (EXC) in Q2 2025, closing a stake of 4,933 shares — an estimated $227K sold.

Rice Partnership first reported a position in EXC in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Rice Partnership reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Rice Partnership sold 4,933 Exelon shares in Q2 2025, an estimated $227K.
Rice Partnership first reported a position in Exelon in Q3 2024 and held it in 2 quarters.
Rice Partnership's Exelon position peaked at $227K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Rice Partnership's 13F filing for Q2 2025, filed 24 Jul 2025.