Ridgewood Investments’s Exelon EXC Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-500	Closed	-$21.7K	–	361
2025 Q2	$21.7K	Hold	500	–	–	0.01%	432
2025 Q1	$23K	Hold	500	–	–	0.01%	412
2024 Q4	$18.8K	Hold	500	–	–	0.01%	429
2024 Q3	$20.3K	Hold	500	–	–	0.01%	428
2024 Q2	$17.3K	Buy	+500	New	+$18.5K	0.01%	452
2023 Q3	–	Sell	-500	Closed	-$20.4K	–	367
2023 Q2	$20.4K	Hold	500	–	–	0.01%	443
2023 Q1	$20.9K	Buy	+500	New	+$20.8K	0.01%	454
2020 Q1	–	Sell	-7,069	Closed	-$230K	–	172
2019 Q4	$230K	Hold	7,069	–	–	0.16%	158
2019 Q3	$244K	Buy	7,069 +59	+0.8%	+$1.98K	0.19%	147
2019 Q2	$240K	Hold	7,010	–	–	0.19%	148
2019 Q1	$251K	Sell	7,010 -1,122	-14%	-$38.2K	0.21%	146
2018 Q4	$253K	Hold	8,132	–	–	0.2%	140
2018 Q3	$253K	Buy	8,132 +1,122	+16%	+$34.5K	0.2%	141
2018 Q2	$213K	Buy	+7,010	New	+$201K	0.19%	142
2017 Q2	–	Sell	-8,496	Closed	-$218K	–	141
2017 Q1	$218K	Hold	8,496	–	–	0.23%	121
2016 Q4	$215K	Buy	+8,496	New	+$201K	0.25%	105

Other funds holding EXC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return