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Tucker Asset Management’s Exelon EXC Stock Holding History

Tucker Asset 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
2025
Q1 		– Sell
-50
Closed -$1.88K – 513
2024
Q4 		$1.88K Buy
+50
New +$1.94K ﹤0.01% 1221
2022
Q1 		– Sell
-206
Closed -$8.43K – 571
2021
Q4 		$8.43K Buy
+206
New +$7.76K ﹤0.01% 233

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tucker Asset Management's EXC Position: Q1 2025 in Review

Tucker Asset Management sold out of Exelon (EXC) in Q1 2025, closing a stake of 50 shares — an estimated $1.88K sold.

Tucker Asset Management first reported a position in EXC in Q4 2021 and held it in 2 quarters. The position peaked at $8.43K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • Tucker Asset Management reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • Tucker Asset Management sold 50 Exelon shares in Q1 2025, an estimated $1.88K.
  • Tucker Asset Management first reported a position in Exelon in Q4 2021 and held it in 2 quarters.
  • Tucker Asset Management's Exelon position peaked at $8.43K in Q4 2021.
  • 1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.