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Tortoise Investment Management’s Exelon EXC Stock Holding History

Tortoise Investment Management’s Portfolio EXC Stock Details EXC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$52.8K	Buy	1,216 +12	+1%	+$521	0.01%	375
2025 Q1	$55.5K	Hold	1,204	–	–	0.01%	358
2024 Q4	$45.3K	Hold	1,204	–	–	﹤0.01%	433
2024 Q3	$48.8K	Sell	1,204 -484	-29%	-$19.6K	0.01%	408
2024 Q2	$58.4K	Sell	1,688 -17	-1%	-$588	0.01%	369
2024 Q1	$64.1K	Hold	1,705	–	–	0.01%	352
2023 Q4	$61.2K	Buy	1,705 +631	+59%	+$22.7K	0.01%	338
2023 Q3	$40.6K	Buy	1,074 +3	+0.3%	+$113	0.01%	365
2023 Q2	$43.6K	Hold	1,071	–	–	0.01%	363
2023 Q1	$44.9K	Hold	1,071	–	–	0.01%	344
2022 Q4	$46.3K	Hold	1,071	–	–	0.01%	340
2022 Q3	$40K	Hold	1,071	–	–	0.01%	337
2022 Q2	$49K	Hold	1,071	–	–	0.01%	304
2022 Q1	$51K	Sell	1,071 -223	-17%	-$10.6K	0.01%	301
2021 Q4	$75K	Buy	1,294 +84	+7%	+$4.87K	0.01%	245
2021 Q3	$58K	Hold	1,210	–	–	0.01%	257
2021 Q2	$54K	Hold	1,210	–	–	0.01%	267
2021 Q1	$53K	Hold	1,210	–	–	0.01%	250
2020 Q4	$51K	Hold	1,210	–	–	0.01%	237
2020 Q3	$43K	Hold	1,210	–	–	0.01%	240
2020 Q2	$44K	Buy	1,210 +810	+203%	+$29.5K	0.01%	235
2020 Q1	$15K	Sell	400 -234	-37%	-$8.78K	﹤0.01%	316
2019 Q4	$29K	Hold	634	–	–	0.01%	284
2019 Q3	$31K	Hold	634	–	–	0.01%	271
2019 Q2	$30K	Hold	634	–	–	0.01%	291
2019 Q1	$32K	Buy	634 +234	+59%	+$11.8K	0.01%	281
2018 Q4	$18K	Hold	400	–	–	﹤0.01%	316
2018 Q3	$17K	Hold	400	–	–	﹤0.01%	343
2018 Q2	$17K	Hold	400	–	–	﹤0.01%	352
2018 Q1	$16K	Hold	400	–	–	﹤0.01%	342
2017 Q4	$16K	Hold	400	–	–	﹤0.01%	338
2017 Q3	$15K	Hold	400	–	–	﹤0.01%	320
2017 Q2	$14K	Hold	400	–	–	﹤0.01%	318
2017 Q1	$14K	Hold	400	–	–	﹤0.01%	298
2016 Q4	$14K	Hold	400	–	–	﹤0.01%	295
2016 Q3	$13K	Hold	400	–	–	﹤0.01%	280
2016 Q2	$15K	Hold	400	–	–	0.01%	274
2016 Q1	$14K	Hold	400	–	–	0.01%	263
2015 Q4	$11K	Hold	400	–	–	﹤0.01%	304
2015 Q3	$12K	Hold	400	–	–	﹤0.01%	280
2015 Q2	$13K	Hold	400	–	–	﹤0.01%	295
2015 Q1	$13K	Hold	400	–	–	0.01%	278
2014 Q4	$15K	Buy	+400	New	+$15K	0.01%	291