Tyler-Stone Wealth Management’s Exelon EXC Stock Holding History

Tyler-Stone 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
2025 Q2	$419K	Hold	9,656	–	–	0.07%	215
2025 Q1	$445K	Hold	9,656	–	–	0.08%	201
2024 Q4	$363K	Hold	9,656	–	–	0.06%	226
2024 Q3	$392K	Buy	9,656 +4,828	+100%	+$182K	0.07%	217
2024 Q2	$167K	Sell	4,828 -80	-2%	-$2.95K	0.07%	216
2024 Q1	$184K	Hold	4,908	–	–	0.08%	204
2023 Q4	$176K	Hold	4,908	–	–	0.09%	188
2023 Q3	$185K	Hold	4,908	–	–	0.11%	164
2023 Q2	$200K	Buy	+4,908	New	+$203K	0.11%	162
2022 Q4	$212K	Hold	4,908	–	–	0.14%	139
2022 Q3	$184K	Hold	4,908	–	–	0.14%	138
2022 Q2	$222K	Hold	4,908	–	–	0.15%	136
2022 Q1	$234K	Sell	4,908 -1,973	-29%	-$83.6K	0.13%	151
2021 Q4	$283K	Buy	+6,881	New	+$259K	0.15%	142

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Tyler-Stone Wealth Management's EXC Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Exelon (EXC) position steady in Q2 2025 at 9,656 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #215.

Tyler-Stone Wealth Management first reported a position in EXC in Q4 2021 and has held it in 14 quarters since. The position peaked at $445K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Tyler-Stone Wealth Management held 9,656 shares of Exelon worth $419K as of Q2 2025.
Tyler-Stone Wealth Management left its Exelon share count unchanged in Q2 2025.
Exelon made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #215 holding.
Tyler-Stone Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Exelon position peaked at $445K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.