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Tower View Wealth Management’s Exelon EXC Stock Holding History

Tower View Wealth Management’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
2026
Q1 		$6.94K Buy
142
+2
+1% +$93 ﹤0.01% 160
2025
Q4 		$6.12K Buy
140
+1
+0.7% +$46 ﹤0.01% 150
2025
Q3 		$6.26K Buy
139
+1
+0.7% +$44 ﹤0.01% 146
2025
Q2 		$5.99K Buy
138
+1
+0.7% +$45 ﹤0.01% 161
2025
Q1 		$6.3K Buy
137
+2
+1% +$84 ﹤0.01% 147
2024
Q4 		$5.1K Buy
135
+1
+0.7% +$39 ﹤0.01% 152
2024
Q3 		$5.43K Hold
134
– – ﹤0.01% 158
2024
Q2 		$4.64K Hold
134
– – ﹤0.01% 159
2024
Q1 		$5.04K Hold
134
– – ﹤0.01% 162
2023
Q4 		$5K Hold
134
– – ﹤0.01% 148
2023
Q3 		$5K Hold
134
– – ﹤0.01% 140
2023
Q2 		$5K Hold
134
– – ﹤0.01% 142
2023
Q1 		$6K Hold
134
– – ﹤0.01% 126
2022
Q4 		$6K Hold
134
– – ﹤0.01% 132
2022
Q3 		$5K Buy
+134
New +$5.92K ﹤0.01% 136

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return