Semmax Financial Advisors’s Exelon EXC Stock Holding History

Semmax Financial 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 Q2	$9.39K	Buy	207 +2	+1%	+$89	﹤0.01%	264
2025 Q1	$9.28K	Buy	205 +2	+1%	+$84	﹤0.01%	239
2024 Q4	$8.74K	Buy	203 +1	+0.5%	+$39	﹤0.01%	229
2024 Q3	$7.8K	Sell	202 -54	-21%	-$2.03K	﹤0.01%	234
2024 Q2	$9.62K	Buy	256 +169	+194%	+$6.24K	﹤0.01%	239
2024 Q1	$3.33K	Hold	87	–	–	﹤0.01%	265
2023 Q4	$2.96K	Buy	87 +1	+1%	+$39	﹤0.01%	284
2023 Q3	$3.33K	Buy	+86	New	+$3.5K	﹤0.01%	254
2022 Q4	$4K	Hold	83	–	–	﹤0.01%	209
2022 Q3	$3K	Buy	83 +1	+1%	+$44	﹤0.01%	211
2022 Q2	$4K	Hold	82	–	–	﹤0.01%	198
2022 Q1	$4K	Sell	82 -32	-28%	-$1.36K	﹤0.01%	220
2021 Q4	$5K	Buy	+114	New	+$4.29K	﹤0.01%	210
2020 Q3	–	Sell	-112	Closed	-$3K	–	253
2020 Q2	$3K	Hold	112	–	–	﹤0.01%	208
2020 Q1	$3K	Hold	112	–	–	﹤0.01%	209
2019 Q4	$4K	Hold	112	–	–	﹤0.01%	222
2019 Q3	$4K	Sell	112 -49	-30%	-$1.65K	﹤0.01%	220
2019 Q2	$6K	Sell	161 -631	-80%	-$22.3K	﹤0.01%	209
2019 Q1	$28K	Sell	792 -288	-27%	-$9.81K	0.02%	233
2018 Q4	$35K	Buy	+1,080	New	+$34.5K	0.03%	216

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

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

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

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