Rice Partnership’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,933
Closed -$227K 171
2025
Q1
$227K Buy
+4,933
New +$227K 0.05% 93
2024
Q4
Sell
-4,933
Closed -$200K 172
2024
Q3
$200K Buy
+4,933
New +$200K 0.04% 104