Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SC
SouthState Corp’s
Exelon
EXC
Stock Holding History
SouthState Corp’s Portfolio
EXC Stock Details
EXC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.42K
Sell
131
-46
-26%
-$2.14K
﹤0.01%
729
2025
Q4
$7.72K
Buy
177
+44
+33%
+$2.01K
﹤0.01%
735
2025
Q3
$5.99K
Sell
133
-118
-47%
-$5.18K
﹤0.01%
734
2025
Q2
$10.9K
Sell
251
-88
-26%
-$3.92K
﹤0.01%
763
2025
Q1
$15.6K
Buy
+339
New
+$14.2K
﹤0.01%
736
2024
Q3
–
Sell
-85
Closed
-$2.94K
–
625
2024
Q2
$2.94K
Buy
+85
New
+$3.14K
﹤0.01%
574
2023
Q4
–
Sell
-80
Closed
-$3.02K
–
622
2023
Q3
$3.02K
Hold
80
–
–
﹤0.01%
549
2023
Q2
$3.26K
Sell
80
-1,826
-96%
-$75.5K
﹤0.01%
533
2023
Q1
$79.8K
Hold
1,906
–
–
0.01%
333
2022
Q4
$82.4K
Hold
1,906
–
–
0.01%
348
2022
Q3
$71K
Sell
1,906
-100
-5%
-$4.42K
0.01%
349
2022
Q2
$91K
Buy
2,006
+100
+5%
+$4.7K
0.01%
333
2022
Q1
$91K
Sell
1,906
-766
-29%
-$32.4K
0.01%
372
2021
Q4
$110K
Hold
2,672
–
–
0.01%
324
2021
Q3
$92K
Buy
+2,672
New
+$91.3K
0.01%
304
2015
Q2
–
Sell
-42,757
Closed
-$1.02M
–
222
2015
Q1
$1.02M
Sell
42,757
-32,835
-43%
-$813K
0.15%
137
2014
Q4
$2M
Buy
75,592
+18,582
+33%
+$477K
0.31%
95
2014
Q3
$1.39M
Buy
+57,010
New
+$1.34M
0.21%
121
Other funds holding EXC
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close