Sage Mountain Advisors’s Exelon EXC Stock Holding History

Sage Mountain 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 Q3	–	Sell	-6,542	Closed	-$284K	–	558
2025 Q2	$284K	Buy	+6,542	New	+$291K	0.02%	343

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's EXC Position: Q3 2025 in Review

Sage Mountain Advisors sold out of Exelon (EXC) in Q3 2025, closing a stake of 6,542 shares — an estimated $284K sold.

Sage Mountain Advisors first reported a position in EXC in Q2 2025 and held it in 1 quarter. The position peaked at $284K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Sage Mountain Advisors reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
Sage Mountain Advisors sold 6,542 Exelon shares in Q3 2025, an estimated $284K.
Sage Mountain Advisors first reported a position in Exelon in Q2 2025 and held it in 1 quarter.
Sage Mountain Advisors's Exelon position peaked at $284K in Q2 2025.
1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Sage Mountain Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.