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Strategic Financial Concepts’s Exelon EXC Stock Holding History

Strategic Financial Concepts’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 		– Sell
-6,822
Closed -$307K – 170
2025
Q3 		$307K Sell
6,822
-678
-9% -$29.8K 0.04% 187
2025
Q2 		$326K Buy
7,500
+2,141
+40% +$95.3K 0.05% 191
2025
Q1 		$247K Sell
5,359
-52
-1% -$2.17K 0.05% 272
2024
Q4 		$204K Buy
+5,411
New +$210K 0.04% 313

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Strategic Financial Concepts's EXC Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Exelon (EXC) in Q4 2025, closing a stake of 6,822 shares — an estimated $307K sold.

Strategic Financial Concepts first reported a position in EXC in Q4 2024 and held it in 4 quarters. The position peaked at $326K in Q2 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,822 Exelon shares in Q4 2025, an estimated $307K.
  • Strategic Financial Concepts first reported a position in Exelon in Q4 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Exelon position peaked at $326K in Q2 2025.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.