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Stonebridge Financial Group (Pennsylvania)’s Exelon EXC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-1,071
Closed -$49.4K – 455
2025
Q1 		$49.4K Buy
1,071
+9
+0.8% +$376 0.01% 386
2024
Q4 		$40K Buy
+1,062
New +$41.2K ﹤0.01% 416

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s EXC Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Exelon (EXC) in Q2 2025, closing a stake of 1,071 shares — an estimated $49.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $49.4K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,071 Exelon shares in Q2 2025, an estimated $49.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Exelon position peaked at $49.4K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.