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Stonegate Investment Group’s Exelon EXC Stock Holding History

Stonegate Investment Group’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 		$459K Sell
10,188
-223
-2% -$9.79K 0.01% 259
2025
Q2 		$452K Buy
10,411
+526
+5% +$23.4K 0.01% 252
2025
Q1 		$456K Sell
9,885
-2,399
-20% -$100K 0.01% 227
2024
Q4 		$462K Buy
12,284
+194
+2% +$7.53K 0.01% 224
2024
Q3 		$490K Buy
12,090
+1,551
+15% +$58.3K 0.01% 233
2024
Q2 		$365K Buy
10,539
+783
+8% +$28.9K 0.01% 257
2024
Q1 		$367K Buy
9,756
+578
+6% +$20.7K 0.01% 248
2023
Q4 		$329K Buy
9,178
+34
+0.4% +$1.31K 0.01% 241
2023
Q3 		$346K Buy
9,144
+27
+0.3% +$1.1K 0.01% 231
2023
Q2 		$371K Sell
9,117
-31
-0.3% -$1.28K 0.01% 228
2023
Q1 		$383K Sell
9,148
-291
-3% -$12.1K 0.01% 230
2022
Q4 		$408K Buy
9,439
+169
+2% +$6.68K 0.02% 219
2022
Q3 		$347K Buy
9,270
+292
+3% +$12.9K 0.02% 211
2022
Q2 		$407K Buy
+8,978
New +$422K 0.02% 201

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonegate Investment Group's EXC Position: Q3 2025 in Review

Stonegate Investment Group reduced its Exelon (EXC) stake by 2.1% in Q3 2025, selling an estimated $9.79K and leaving 10,188 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #259.

Stonegate Investment Group first reported a position in EXC in Q2 2022 and has held it in 14 quarters since. The position peaked at $490K in Q3 2024. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Stonegate Investment Group held 10,188 shares of Exelon worth $459K as of Q3 2025.
  • Stonegate Investment Group sold 223 Exelon shares in Q3 2025, an estimated $9.79K.
  • Exelon made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #259 holding.
  • Stonegate Investment Group first reported a position in Exelon in Q2 2022 and has held it in 14 quarters since.
  • Stonegate Investment Group's Exelon position peaked at $490K in Q3 2024.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.