SageView Advisory Group’s Exelon EXC Stock Holding History

SageView 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 Q4	$1.71M	Sell	39,338 -603	-2%	-$27.5K	0.06%	175
2025 Q3	$1.8M	Buy	39,941 +28,759	+257%	+$1.26M	0.06%	174
2025 Q2	$485K	Sell	11,182 -2,492	-18%	-$111K	0.02%	374
2025 Q1	$630K	Buy	13,674 +1,299	+10%	+$54.3K	0.03%	296
2024 Q4	$466K	Buy	12,375 +2,479	+25%	+$96.2K	0.02%	354
2024 Q3	$401K	Sell	9,896 -1,196	-11%	-$45K	0.02%	331
2024 Q2	$384K	Buy	11,092 +1,099	+11%	+$40.6K	0.02%	384
2024 Q1	$375K	Sell	9,993 -173	-2%	-$6.18K	0.02%	373
2023 Q4	$356K	Buy	10,166 +570	+6%	+$22K	0.02%	463
2023 Q3	$363K	Buy	9,596 +218	+2%	+$8.88K	0.02%	380
2023 Q2	$382K	Buy	9,378 +310	+3%	+$12.8K	0.02%	397
2023 Q1	$380K	Buy	9,068 +299	+3%	+$12.5K	0.02%	348
2022 Q4	$379K	Buy	+8,769	New	+$346K	0.03%	283

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SageView Advisory Group's EXC Position: Q4 2025 in Review

SageView Advisory Group reduced its Exelon (EXC) stake by 1.5% in Q4 2025, selling an estimated $27.5K and leaving 39,338 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #175.

SageView Advisory Group first reported a position in EXC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.8M in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

SageView Advisory Group held 39,338 shares of Exelon worth $1.71M as of Q4 2025.
SageView Advisory Group sold 603 Exelon shares in Q4 2025, an estimated $27.5K.
Exelon made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #175 holding.
SageView Advisory Group first reported a position in Exelon in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Exelon position peaked at $1.8M in Q3 2025.
1,249 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.