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Roble Belko & Company’s Exelon EXC Stock Holding History

Roble Belko & Company’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
-200
Closed -$9K – 450
2025
Q2 		$9K Hold
200
– – ﹤0.01% 279
2025
Q1 		$9K Hold
200
– – ﹤0.01% 260
2024
Q4 		$8K Hold
200
– – ﹤0.01% 257
2024
Q3 		$8K Hold
200
– – ﹤0.01% 243
2024
Q2 		$7K Hold
200
– – ﹤0.01% 252
2024
Q1 		$8K Hold
200
– – ﹤0.01% 251
2023
Q4 		$7K Buy
+200
New +$7.7K ﹤0.01% 249
2016
Q4 		– Sell
-280
Closed -$7K – 387
2016
Q3 		$7K Buy
+280
New +$7.03K ﹤0.01% 235

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roble Belko & Company's EXC Position: Q3 2025 in Review

Roble Belko & Company sold out of Exelon (EXC) in Q3 2025, closing a stake of 200 shares — an estimated $9K sold.

Roble Belko & Company first reported a position in EXC in Q3 2016 and held it in 8 quarters. The position peaked at $9K in Q2 2025. 1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Roble Belko & Company reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Roble Belko & Company sold 200 Exelon shares in Q3 2025, an estimated $9K.
  • Roble Belko & Company first reported a position in Exelon in Q3 2016 and held it in 8 quarters.
  • Roble Belko & Company's Exelon position peaked at $9K in Q2 2025.
  • 1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Roble Belko & Company's 13F filing for Q3 2025, filed 24 Oct 2025.