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Safeguard Investment Advisory Group’s Exelon EXC Stock Holding History

Safeguard Investment Advisory Group’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
-4,978
Closed -$230K – 147
2025
Q1 		$230K Buy
+4,978
New +$208K 0.06% 120
2021
Q1 		– Sell
-212
Closed -$6K – 269
2020
Q4 		$6K Buy
+212
New +$6.26K 0.01% 491

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Safeguard Investment Advisory Group's EXC Position: Q2 2025 in Review

Safeguard Investment Advisory Group sold out of Exelon (EXC) in Q2 2025, closing a stake of 4,978 shares — an estimated $230K sold.

Safeguard Investment Advisory Group first reported a position in EXC in Q4 2020 and held it in 2 quarters. The position peaked at $230K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Safeguard Investment Advisory Group reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 4,978 Exelon shares in Q2 2025, an estimated $230K.
  • Safeguard Investment Advisory Group first reported a position in Exelon in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Exelon position peaked at $230K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.