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Simon Quick Advisors’s Exelon EXC Stock Holding History

Simon Quick 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
Q2 		– Sell
-7,386
Closed -$340K – 454
2025
Q1 		$340K Buy
7,386
+1,624
+28% +$67.9K 0.02% 406
2024
Q4 		$217K Buy
+5,762
New +$224K 0.01% 428
2020
Q1 		– Sell
-400
Closed -$13K – 550
2019
Q4 		$13K Buy
+400
New +$12.9K ﹤0.01% 363
2017
Q4 		– Sell
-8,821
Closed -$237K – 491
2017
Q3 		$237K Buy
+8,821
New +$236K 0.09% 109
2017
Q2 		– Sell
-8,939
Closed -$229K – 320
2017
Q1 		$229K Buy
+8,939
New +$228K 0.14% 79

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Simon Quick Advisors's EXC Position: Q2 2025 in Review

Simon Quick Advisors sold out of Exelon (EXC) in Q2 2025, closing a stake of 7,386 shares — an estimated $340K sold.

Simon Quick Advisors first reported a position in EXC in Q1 2017 and held it in 5 quarters. The position peaked at $340K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Simon Quick Advisors reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 7,386 Exelon shares in Q2 2025, an estimated $340K.
  • Simon Quick Advisors first reported a position in Exelon in Q1 2017 and held it in 5 quarters.
  • Simon Quick Advisors's Exelon position peaked at $340K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.