SteelPeak Wealth’s Exelon EXC Stock Holding History

SteelPeak Wealth’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 Q1	–	Hold	0	–	-$226K	–	611
2024 Q4	–	Hold	0	–	–	–	467

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

SteelPeak Wealth's EXC Position: Q3 2025 in Review

SteelPeak Wealth sold out of Exelon (EXC) in Q3 2025, closing a stake of 26,011 shares — an estimated $1.13M sold.

SteelPeak Wealth first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $1.13M in Q2 2025. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

SteelPeak Wealth reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 26,011 Exelon shares in Q3 2025, an estimated $1.13M.
SteelPeak Wealth first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
SteelPeak Wealth's Exelon position peaked at $1.13M in Q2 2025.
1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.