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Riggs Asset Management’s Exelon EXC Stock Holding History

Riggs Asset 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
Q1 		– Sell
-497
Closed -$17.8K – 658
2023
Q4 		$17.8K Buy
+497
New +$19.1K 0.01% 192
2018
Q1 		– Sell
-421
Closed -$12K – 278
2017
Q4 		$12K Buy
+421
New +$12.1K ﹤0.01% 187

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Riggs Asset Management's EXC Position: Q1 2024 in Review

Riggs Asset Management sold out of Exelon (EXC) in Q1 2024, closing a stake of 497 shares — an estimated $17.8K sold.

Riggs Asset Management first reported a position in EXC in Q4 2017 and held it in 2 quarters. The position peaked at $17.8K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

  • Riggs Asset Management reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
  • Riggs Asset Management sold 497 Exelon shares in Q1 2024, an estimated $17.8K.
  • Riggs Asset Management first reported a position in Exelon in Q4 2017 and held it in 2 quarters.
  • Riggs Asset Management's Exelon position peaked at $17.8K in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on Riggs Asset Management's 13F filing for Q1 2024, filed 3 May 2024.