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Sound View Wealth Advisors Group’s Exelon EXC Stock Holding History

Sound View Wealth Advisors Group’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
Q4 		– Sell
-4,540
Closed -$204K – 425
2025
Q3 		$204K Sell
4,540
-558
-11% -$24.5K 0.01% 415
2025
Q2 		$221K Sell
5,098
-15
-0.3% -$668 0.02% 390
2025
Q1 		$236K Sell
5,113
-558
-10% -$23.3K 0.02% 371
2024
Q4 		$213K Sell
5,671
-253
-4% -$9.81K 0.02% 392
2024
Q3 		$240K Buy
+5,924
New +$223K 0.02% 372

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sound View Wealth Advisors Group's EXC Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Exelon (EXC) in Q4 2025, closing a stake of 4,540 shares — an estimated $204K sold.

Sound View Wealth Advisors Group first reported a position in EXC in Q3 2024 and held it in 5 quarters. The position peaked at $240K in Q3 2024. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,540 Exelon shares in Q4 2025, an estimated $204K.
  • Sound View Wealth Advisors Group first reported a position in Exelon in Q3 2024 and held it in 5 quarters.
  • Sound View Wealth Advisors Group's Exelon position peaked at $240K in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.