The Family Firm’s Exelon EXC Stock Holding History

The Family Firm’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 Q3	–	Sell	-379	Closed	-$13.1K	–	414
2024 Q2	$13.1K	Buy	+379	New	+$14K	﹤0.01%	636

Other funds holding EXC

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

The Family Firm's EXC Position: Q3 2024 in Review

The Family Firm sold out of Exelon (EXC) in Q3 2024, closing a stake of 379 shares — an estimated $13.1K sold.

The Family Firm first reported a position in EXC in Q2 2024 and held it in 1 quarter. The position peaked at $13.1K in Q2 2024. 1,051 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

The Family Firm reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 379 Exelon shares in Q3 2024, an estimated $13.1K.
The Family Firm first reported a position in Exelon in Q2 2024 and held it in 1 quarter.
The Family Firm's Exelon position peaked at $13.1K in Q2 2024.
1,051 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.