Sutton Wealth Advisors’s Exelon EXC Stock Holding History

Sutton 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
2023 Q3	$50.5K	Buy	1,337 +57	+4%	+$2.32K	0.02%	223
2023 Q2	$52.1K	Hold	1,280	–	–	0.03%	220
2023 Q1	$53.6K	Sell	1,280 -1,668	-57%	-$69.5K	0.03%	200
2022 Q4	$127K	Buy	2,948 +128	+5%	+$5.06K	0.05%	217
2022 Q3	$106K	Sell	2,820 -44	-2%	-$1.95K	0.04%	243
2022 Q2	$130K	Buy	2,864 +33	+1%	+$1.55K	0.05%	208
2022 Q1	$135K	Sell	2,831 -1,107	-28%	-$46.9K	0.05%	215
2021 Q4	$162K	Hold	3,938	–	–	0.05%	199
2021 Q3	$136K	Hold	3,938	–	–	0.05%	212
2021 Q2	$124K	Hold	3,938	–	–	0.05%	224
2021 Q1	$123K	Buy	3,938 +19	+0.5%	+$571	0.05%	220
2020 Q4	$118K	Buy	3,919 +24	+0.6%	+$708	0.05%	208
2020 Q3	$99.3K	Hold	3,895	–	–	0.05%	215
2020 Q2	$101K	Buy	3,895 +146	+4%	+$3.88K	0.05%	209
2020 Q1	$98.4K	Sell	3,749 -74	-2%	-$2.33K	0.06%	197
2019 Q4	$124K	Buy	3,823 +49	+1%	+$1.59K	0.06%	194
2019 Q3	$130K	Hold	3,774	–	–	0.07%	185
2019 Q2	$129K	Hold	3,774	–	–	0.07%	182
2019 Q1	$135K	Buy	3,774 +12	+0.3%	+$409	0.08%	175
2018 Q4	$121K	Buy	3,762 +33	+0.9%	+$1.05K	0.08%	174
2018 Q3	$116K	Hold	3,729	–	–	0.08%	183
2018 Q2	$113K	Hold	3,729	–	–	0.08%	186
2018 Q1	$104K	Hold	3,729	–	–	0.07%	195
2017 Q4	$105K	Hold	3,729	–	–	0.08%	193
2017 Q3	$100K	Hold	3,729	–	–	0.08%	192
2017 Q2	$95.9K	Buy	3,729 +50	+1%	+$1.27K	0.08%	197
2017 Q1	$94.4K	Hold	3,679	–	–	0.08%	191
2016 Q4	$93.1K	Hold	3,679	–	–	0.08%	189
2016 Q3	$87.4K	Sell	3,679 -11	-0.3%	-$276	0.08%	194
2016 Q2	$95.7K	Buy	3,690 +11	+0.3%	+$272	0.09%	181
2016 Q1	$94.1K	Buy	+3,679	New	+$82.4K	0.09%	186

Other funds holding EXC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's EXC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Exelon (EXC) stake by 4.5% in Q3 2023, buying an estimated $2.32K and bringing the position to 1,337 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #223.

Sutton Wealth Advisors first reported a position in EXC in Q1 2016 and has held it in 31 quarters since. The position peaked at $162K in Q4 2021. 998 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

Sutton Wealth Advisors held 1,337 shares of Exelon worth $50.5K as of Q3 2023.
Sutton Wealth Advisors bought 57 Exelon shares in Q3 2023, an estimated $2.32K.
Exelon made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #223 holding.
Sutton Wealth Advisors first reported a position in Exelon in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Exelon position peaked at $162K in Q4 2021.
998 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.