Ten Capital Wealth Advisors’s Exelon EXC Stock Holding History

Ten Capital 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 Q2	$168K	Buy	4,147 +1,378	+50%	+$57K	0.05%	144
2023 Q1	$116K	Hold	2,769	–	–	0.04%	151
2022 Q4	$120K	Sell	2,769 -932	-25%	-$36.8K	0.05%	121
2022 Q3	$139K	Hold	3,701	–	–	0.06%	100
2022 Q2	$168K	Hold	3,701	–	–	0.07%	86
2022 Q1	$176K	Buy	3,701 +2,649	+252%	+$112K	0.07%	88
2021 Q4	$43K	Hold	1,052	–	–	0.02%	142
2021 Q3	$36K	Hold	1,052	–	–	0.02%	153
2021 Q2	$33K	Hold	1,052	–	–	0.01%	206
2021 Q1	$32K	Hold	1,052	–	–	0.01%	197
2020 Q4	$32K	Buy	+1,052	New	+$31K	0.01%	192

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

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

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

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

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

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

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

Ten Capital Wealth Advisors's EXC Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Exelon (EXC) stake by 50% in Q2 2023, buying an estimated $57K and bringing the position to 4,147 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #144.

Ten Capital Wealth Advisors first reported a position in EXC in Q4 2020 and has held it in 11 quarters since. The position peaked at $176K in Q1 2022. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

Ten Capital Wealth Advisors held 4,147 shares of Exelon worth $168K as of Q2 2023.
Ten Capital Wealth Advisors bought 1,378 Exelon shares in Q2 2023, an estimated $57K.
Exelon made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #144 holding.
Ten Capital Wealth Advisors first reported a position in Exelon in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Exelon position peaked at $176K in Q1 2022.
1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.