Strategic Blueprint’s Exelon EXC Stock Holding History

Strategic Blueprint’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
2024 Q3	–	Sell	-7,064	Closed	-$244K	–	665
2024 Q2	$244K	Sell	7,064 -1,068	-13%	-$39.4K	0.02%	542
2024 Q1	$306K	Sell	8,132 -23,774	-75%	-$850K	0.02%	488
2023 Q4	$1.15M	Buy	31,906 +1,344	+4%	+$51.8K	0.09%	206
2023 Q3	$1.15M	Buy	30,562 +1,497	+5%	+$61K	0.11%	182
2023 Q2	$1.18M	Sell	29,065 -3,865	-12%	-$160K	0.11%	170
2023 Q1	$1.38M	Buy	32,930 +411	+1%	+$17.1K	0.14%	152
2022 Q4	$1.41M	Buy	32,519 +7,776	+31%	+$307K	0.16%	145
2022 Q3	$927K	Buy	+24,743	New	+$1.09M	0.11%	190
2021 Q3	–	Sell	-536	Closed	-$17K	–	667
2021 Q2	$17K	Buy	+536	New	+$17.3K	﹤0.01%	850

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return