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SFG Wealth Management’s Exelon EXC Stock Holding History

SFG Wealth Management’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
Q3 		– Sell
-7,156
Closed -$311K – 131
2025
Q2 		$311K Buy
7,156
+2
+0% +$89 0.19% 65
2025
Q1 		$330K Buy
7,154
+2
+0% +$84 0.16% 94
2024
Q4 		$269K Buy
+7,152
New +$277K 0.14% 78
2023
Q1 		– Sell
-4,900
Closed -$212K – 84
2022
Q4 		$212K Buy
+4,900
New +$194K 0.26% 73
2022
Q3 		– Sell
-5,194
Closed -$235K – 85
2022
Q2 		$235K Buy
5,194
+295
+6% +$13.9K 0.27% 67
2022
Q1 		$233K Sell
4,899
-1,962
-29% -$83.1K 0.22% 78
2021
Q4 		$283K Buy
+6,861
New +$258K 0.25% 77

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFG Wealth Management's EXC Position: Q3 2025 in Review

SFG Wealth Management sold out of Exelon (EXC) in Q3 2025, closing a stake of 7,156 shares — an estimated $311K sold.

SFG Wealth Management first reported a position in EXC in Q4 2021 and held it in 7 quarters. The position peaked at $330K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • SFG Wealth Management reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • SFG Wealth Management sold 7,156 Exelon shares in Q3 2025, an estimated $311K.
  • SFG Wealth Management first reported a position in Exelon in Q4 2021 and held it in 7 quarters.
  • SFG Wealth Management's Exelon position peaked at $330K in Q1 2025.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on SFG Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.