Vantage Consulting Group’s Exelon EXC Stock Holding History

Vantage Consulting Group’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
2024 Q3	–	Sell	-7,867	Closed	-$272K	–	65
2024 Q2	$272K	Sell	7,867 -1,778	-18%	-$65.6K	0.2%	85
2024 Q1	$362K	Buy	9,645 +687	+8%	+$24.5K	0.23%	59
2023 Q4	$322K	Sell	8,958 -141	-2%	-$5.43K	0.22%	73
2023 Q3	$344K	Sell	9,099 -48	-0.5%	-$1.96K	0.23%	59
2023 Q2	$373K	Sell	9,147 -355	-4%	-$14.7K	0.21%	57
2023 Q1	$398K	Buy	9,502 +183	+2%	+$7.63K	0.23%	46
2022 Q4	$403K	Buy	9,319 +393	+4%	+$15.5K	0.24%	46
2022 Q3	$334K	Buy	8,926 +600	+7%	+$26.5K	0.2%	55
2022 Q2	$377K	Sell	8,326 -58	-0.7%	-$2.73K	0.21%	45
2022 Q1	$399K	Sell	8,384 -5,975	-42%	-$253K	0.16%	47
2021 Q4	$592K	Sell	14,359 -206	-1%	-$7.76K	0.16%	19
2021 Q3	$502K	Sell	14,565 -678	-4%	-$23.2K	0.11%	32
2021 Q2	$482K	Buy	15,243 +3,466	+29%	+$112K	0.08%	46
2021 Q1	$367K	Buy	11,777 +3,620	+44%	+$109K	0.07%	27
2020 Q4	$246K	Buy	+8,157	New	+$241K	0.02%	26

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

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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