SLWA
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San Luis Wealth Advisors’s Exelon EXC Stock Holding History

San Luis Wealth 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
2026
Q1 		– Sell
-19,015
Closed -$829K – 181
2025
Q4 		$829K Buy
19,015
+1,984
+12% +$90.5K 0.14% 104
2025
Q3 		$767K Buy
17,031
+2,974
+21% +$131K 0.14% 99
2025
Q2 		$610K Sell
14,057
-2,084
-13% -$92.8K 0.13% 92
2025
Q1 		$744K Buy
+16,141
New +$675K 0.17% 63
2022
Q2 		– Sell
-2,638
Closed -$152K – 192
2022
Q1 		$152K Buy
+2,638
New +$112K 0.07% 173

Other funds holding EXC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return