Stephens Consulting’s Exelon EXC Stock Holding History

Stephens Consulting’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	$19.3K	Buy	443 +4	+0.9%	+$183	0.01%	202
2025 Q3	$19.8K	Sell	439 -294	-40%	-$12.9K	0.01%	191
2025 Q2	$31.8K	Sell	733 -29	-4%	-$1.29K	0.01%	227
2025 Q1	$35.1K	Sell	762 -20	-3%	-$836	0.01%	216
2024 Q4	$29.4K	Buy	782 +343	+78%	+$13.3K	0.01%	230
2024 Q3	$17.8K	Hold	439	–	–	﹤0.01%	278
2024 Q2	$15.2K	Hold	439	–	–	﹤0.01%	296
2024 Q1	$16.5K	Hold	439	–	–	0.01%	271
2023 Q4	$15.8K	Hold	439	–	–	0.01%	275
2023 Q3	$16.6K	Hold	439	–	–	0.01%	259
2023 Q2	$17.9K	Hold	439	–	–	0.01%	250
2023 Q1	$18.4K	Hold	439	–	–	0.01%	255
2022 Q4	$19K	Hold	439	–	–	0.01%	235
2022 Q3	$16.4K	Hold	439	–	–	0.01%	271
2022 Q2	$19.9K	Hold	439	–	–	0.02%	244
2022 Q1	$20.9K	Sell	439 -241	-35%	-$10.2K	0.02%	265
2021 Q4	$28K	Buy	+680	New	+$25.6K	0.02%	259

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

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

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

Stephens Consulting's EXC Position: Q4 2025 in Review

Stephens Consulting increased its Exelon (EXC) stake by 0.91% in Q4 2025, buying an estimated $183 and bringing the position to 443 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #202.

Stephens Consulting first reported a position in EXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $35.1K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Stephens Consulting held 443 shares of Exelon worth $19.3K as of Q4 2025.
Stephens Consulting bought 4 Exelon shares in Q4 2025, an estimated $183.
Exelon made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #202 holding.
Stephens Consulting first reported a position in Exelon in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Exelon position peaked at $35.1K in Q1 2025.
1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.