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Stratos Wealth Advisors’s Exelon EXC Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-5,527
Closed -$208K – 692
2024
Q4 		$208K Sell
5,527
-65
-1% -$2.52K 0.01% 671
2024
Q3 		$227K Buy
+5,592
New +$210K 0.01% 679
2024
Q2 		– Sell
-5,449
Closed -$205K – 722
2024
Q1 		$205K Sell
5,449
-1,124
-17% -$40.2K 0.01% 630
2023
Q4 		$236K Sell
6,573
-96
-1% -$3.7K 0.01% 610
2023
Q3 		$252K Sell
6,669
-1,507
-18% -$61.4K 0.02% 574
2023
Q2 		$333K Buy
8,176
+65
+0.8% +$2.69K 0.02% 496
2023
Q1 		$340K Buy
8,111
+307
+4% +$12.8K 0.03% 475
2022
Q4 		$337K Buy
7,804
+347
+5% +$13.7K 0.03% 454
2022
Q3 		$279K Buy
7,457
+1,423
+24% +$62.9K 0.03% 431
2022
Q2 		$273K Buy
6,034
+194
+3% +$9.12K 0.02% 448
2022
Q1 		$278K Buy
5,840
+461
+9% +$19.5K 0.02% 454
2021
Q4 		$222K Buy
+5,379
New +$203K 0.02% 516
2020
Q3 		– Sell
-10,352
Closed -$268K – 309
2020
Q2 		$268K Buy
+10,352
New +$275K 0.08% 226

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stratos Wealth Advisors's EXC Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Exelon (EXC) in Q1 2025, closing a stake of 5,527 shares — an estimated $208K sold.

Stratos Wealth Advisors first reported a position in EXC in Q2 2020 and held it in 13 quarters. The position peaked at $340K in Q1 2023. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,527 Exelon shares in Q1 2025, an estimated $208K.
  • Stratos Wealth Advisors first reported a position in Exelon in Q2 2020 and held it in 13 quarters.
  • Stratos Wealth Advisors's Exelon position peaked at $340K in Q1 2023.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.