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Thrive Capital Management (Pennsylvania)’s Exelon EXC Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q2 		– Sell
-7,181
Closed -$331K – 173
2025
Q1 		$331K Buy
+7,181
New +$300K 0.2% 96
2024
Q4 		– Sell
-7,530
Closed -$305K – 120
2024
Q3 		$305K Sell
7,530
-5,300
-41% -$199K 0.14% 152
2024
Q2 		$444K Buy
12,830
+1,278
+11% +$47.2K 0.2% 132
2024
Q1 		$434K Buy
11,552
+3,126
+37% +$112K 0.23% 64
2023
Q4 		$302K Sell
8,426
-99
-1% -$3.81K 0.16% 96
2023
Q3 		$322K Buy
8,525
+146
+2% +$5.95K 0.18% 94
2023
Q2 		$341K Buy
8,379
+127
+2% +$5.25K 0.19% 87
2023
Q1 		$342K Buy
8,252
+325
+4% +$13.5K 0.22% 81
2022
Q4 		$343K Buy
7,927
+1,818
+30% +$71.8K 0.22% 80
2022
Q3 		$229K Buy
6,109
+44
+0.7% +$1.95K 0.16% 101
2022
Q2 		$275K Buy
6,065
+37
+0.6% +$1.74K 0.19% 84
2022
Q1 		$287K Sell
6,028
-2,175
-27% -$92.1K 0.17% 74
2021
Q4 		$338K Buy
8,203
+20
+0.2% +$753 0.22% 76
2021
Q3 		$282K Buy
8,183
+54
+0.7% +$1.84K 0.21% 91
2021
Q2 		$257K Sell
8,129
-744
-8% -$23.9K 0.2% 101
2021
Q1 		$277K Sell
8,873
-112
-1% -$3.37K 0.26% 96
2020
Q4 		$271K Buy
+8,985
New +$265K 0.29% 70

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s EXC Position: Q2 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of Exelon (EXC) in Q2 2025, closing a stake of 7,181 shares — an estimated $331K sold.

Thrive Capital Management (Pennsylvania) first reported a position in EXC in Q4 2020 and held it in 17 quarters. The position peaked at $444K in Q2 2024. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

  • Thrive Capital Management (Pennsylvania) reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 7,181 Exelon shares in Q2 2025, an estimated $331K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Exelon in Q4 2020 and held it in 17 quarters.
  • Thrive Capital Management (Pennsylvania)'s Exelon position peaked at $444K in Q2 2024.
  • 1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2025, filed 8 Aug 2025.