Rise Advisors’s Exelon EXC Stock Holding History

Rise Advisors’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 Q4	–	Sell	-556	Closed	-$25K	–	551
2025 Q3	$25K	Buy	556 +15	+3%	+$659	0.01%	453
2025 Q2	$23.5K	Buy	541 +4	+0.7%	+$178	0.01%	446
2025 Q1	$24.7K	Sell	537 -107	-17%	-$4.47K	0.01%	403
2024 Q4	$24.2K	Buy	644 +7	+1%	+$272	0.01%	531
2024 Q3	$25.8K	Buy	637 +6	+1%	+$226	0.01%	503
2024 Q2	$21.8K	Buy	631 +7	+1%	+$258	0.01%	581
2024 Q1	$23.5K	Buy	+624	New	+$22.3K	0.01%	534

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 $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Rise Advisors's EXC Position: Q4 2025 in Review

Rise Advisors sold out of Exelon (EXC) in Q4 2025, closing a stake of 556 shares — an estimated $25K sold.

Rise Advisors first reported a position in EXC in Q1 2024 and held it in 7 quarters. The position peaked at $25.8K in Q3 2024. 1,251 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Rise Advisors reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 556 Exelon shares in Q4 2025, an estimated $25K.
Rise Advisors first reported a position in Exelon in Q1 2024 and held it in 7 quarters.
Rise Advisors's Exelon position peaked at $25.8K in Q3 2024.
1,251 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.