Siligmueller & Norvid Wealth Advisors’s Exelon EXC Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$405K	Buy	+8,998	New	+$395K	0.18%	97

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

Siligmueller & Norvid Wealth Advisors's EXC Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Exelon (EXC) in Q3 2025: 8,998 shares worth $405K. The stake represents 0.18% of the portfolio and ranks #97 among its holdings.

1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 8,998 shares of Exelon worth $405K as of Q3 2025.
Exelon was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Exelon made up 0.18% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #97 holding.
1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.