SIG
EXC icon

Sargent Investment Group’s Exelon EXC Stock Holding History

Sargent Investment Group’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
24,841
+9,506
+62% +$428K 0.15% 93
2025
Q1 		$707K Buy
15,335
+3,485
+29% +$161K 0.11% 118
2024
Q4 		$445K Buy
+11,850
New +$445K 0.07% 141