Sherbrooke Park Advisers’s Exelon EXC Stock Holding History

Sherbrooke Park Advisers’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	-12,070	Closed	-$524K	–	581
2025 Q2	$524K	Sell	12,070 -5,801	-32%	-$258K	0.23%	158
2025 Q1	$823K	Sell	17,871 -13,232	-43%	-$553K	0.38%	51
2024 Q4	$1.17M	Sell	31,103 -5,443	-15%	-$211K	0.37%	31
2024 Q3	$1.48M	Sell	36,546 -25,967	-42%	-$976K	0.34%	29
2024 Q2	$2.16M	Buy	62,513 +44,983	+257%	+$1.66M	0.38%	21
2024 Q1	$659K	Buy	17,530 +10,352	+144%	+$370K	0.13%	273
2023 Q4	$258K	Buy	+7,178	New	+$276K	0.12%	278
2023 Q2	–	Sell	-12,900	Closed	-$540K	–	355
2023 Q1	$540K	Buy	+12,900	New	+$538K	0.82%	27

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sherbrooke Park Advisers's EXC Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Exelon (EXC) in Q3 2025, closing a stake of 12,070 shares — an estimated $524K sold.

Sherbrooke Park Advisers first reported a position in EXC in Q1 2023 and held it in 8 quarters. The position peaked at $2.16M in Q2 2024. 1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Sherbrooke Park Advisers reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 12,070 Exelon shares in Q3 2025, an estimated $524K.
Sherbrooke Park Advisers first reported a position in Exelon in Q1 2023 and held it in 8 quarters.
Sherbrooke Park Advisers's Exelon position peaked at $2.16M in Q2 2024.
1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.