SharpePoint’s Exelon EXC Stock Holding History

SharpePoint’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 Q1	–	Sell	-7,782	Closed	-$293K	–	80
2024 Q4	$293K	Buy	+7,782	New	+$302K	0.26%	57

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SharpePoint's EXC Position: Q1 2025 in Review

SharpePoint sold out of Exelon (EXC) in Q1 2025, closing a stake of 7,782 shares — an estimated $293K sold.

SharpePoint first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

SharpePoint reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
SharpePoint sold 7,782 Exelon shares in Q1 2025, an estimated $293K.
SharpePoint first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
SharpePoint's Exelon position peaked at $293K in Q4 2024.
1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on SharpePoint's 13F filing for Q1 2025, filed 30 Apr 2025.