SIMA Wealth Partners’s Exelon EXC Stock Holding History

SIMA Wealth Partners’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	–	Sell	-2,732	Closed	-$126K	–	164
2025 Q1	$126K	Buy	2,732 +25	+0.9%	+$1.04K	0.1%	60
2024 Q4	$102K	Buy	+2,707	New	+$105K	0.09%	66

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

SIMA Wealth Partners's EXC Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Exelon (EXC) in Q2 2025, closing a stake of 2,732 shares — an estimated $126K sold.

SIMA Wealth Partners first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $126K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

SIMA Wealth Partners reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
SIMA Wealth Partners sold 2,732 Exelon shares in Q2 2025, an estimated $126K.
SIMA Wealth Partners first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
SIMA Wealth Partners's Exelon position peaked at $126K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.