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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Semmax Financial Advisors's EXC Position: Q2 2025 in Review

Semmax Financial Advisors increased its Exelon (EXC) stake by 0.98% in Q2 2025, buying an estimated $89 and bringing the position to 207 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Semmax Financial Advisors first reported a position in EXC in Q4 2018 and has held it in 20 quarters since. The position peaked at $35K in Q4 2018. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Semmax Financial Advisors held 207 shares of Exelon worth $9.39K as of Q2 2025.
Semmax Financial Advisors bought 2 Exelon shares in Q2 2025, an estimated $89.
Exelon made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #264 holding.
Semmax Financial Advisors first reported a position in Exelon in Q4 2018 and has held it in 20 quarters since.
Semmax Financial Advisors's Exelon position peaked at $35K in Q4 2018.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.