Ruedi Wealth Management’s Exelon EXC Stock Holding History

Ruedi Wealth 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
2025 Q2	–	Sell	-127	Closed	-$5.85K	–	150
2025 Q1	$5.85K	Hold	127	–	–	﹤0.01%	204
2024 Q4	$4.78K	Hold	127	–	–	﹤0.01%	216
2024 Q3	$5.15K	Sell	127 -6	-5%	-$226	﹤0.01%	215
2024 Q2	$4.6K	Buy	133 +6	+5%	+$221	﹤0.01%	256
2024 Q1	$4.77K	Hold	127	–	–	﹤0.01%	202
2023 Q4	$4.56K	Hold	127	–	–	﹤0.01%	175
2023 Q3	$4.8K	Hold	127	–	–	﹤0.01%	157
2023 Q2	$5.17K	Hold	127	–	–	﹤0.01%	162
2023 Q1	$5.32K	Hold	127	–	–	﹤0.01%	188
2022 Q4	$5.49K	Buy	+127	New	+$5.02K	﹤0.01%	174

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Ruedi Wealth Management's EXC Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 127 shares — an estimated $5.85K sold.

Ruedi Wealth Management first reported a position in EXC in Q4 2022 and held it in 10 quarters. The position peaked at $5.85K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Ruedi Wealth Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 127 Exelon shares in Q2 2025, an estimated $5.85K.
Ruedi Wealth Management first reported a position in Exelon in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Exelon position peaked at $5.85K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.