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Sugarloaf Wealth Management’s Exelon EXC Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$11.5K Buy
305
+3
+1% +$116 ﹤0.01% 479
2024
Q3 		$12.2K Buy
+302
New +$11.4K ﹤0.01% 481
2022
Q4 		– Sell
-316
Closed -$12K – 812
2022
Q3 		$12K Buy
+316
New +$14K ﹤0.01% 496
2020
Q1 		– Sell
-388
Closed -$13K – 702
2019
Q4 		$13K Buy
+388
New +$12.6K 0.01% 433

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

Sugarloaf Wealth Management's EXC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Exelon (EXC) stake by 0.99% in Q4 2024, buying an estimated $116 and bringing the position to 305 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Sugarloaf Wealth Management first reported a position in EXC in Q4 2019 and has held it in 4 quarters since. The position peaked at $13K in Q4 2019. 1,100 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Sugarloaf Wealth Management held 305 shares of Exelon worth $11.5K as of Q4 2024.
  • Sugarloaf Wealth Management bought 3 Exelon shares in Q4 2024, an estimated $116.
  • Exelon made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #479 holding.
  • Sugarloaf Wealth Management first reported a position in Exelon in Q4 2019 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's Exelon position peaked at $13K in Q4 2019.
  • 1,100 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.