Spurstone Advisory Services’s Exelon EXC Stock Holding History

Spurstone Advisory Services’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	–	Sell	-100	Closed	-$4.34K	–	128
2025 Q2	$4.34K	Buy	+100	New	+$4.45K	0.07%	88

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

Spurstone Advisory Services's EXC Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Exelon (EXC) in Q3 2025, closing a stake of 100 shares — an estimated $4.34K sold.

Spurstone Advisory Services first reported a position in EXC in Q2 2025 and held it in 1 quarter. The position peaked at $4.34K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Spurstone Advisory Services reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
Spurstone Advisory Services sold 100 Exelon shares in Q3 2025, an estimated $4.34K.
Spurstone Advisory Services first reported a position in Exelon in Q2 2025 and held it in 1 quarter.
Spurstone Advisory Services's Exelon position peaked at $4.34K in Q2 2025.
1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.