VIM
EXC icon

VELA Investment Management’s Exelon EXC Stock Holding History

VELA Investment 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
2023
Q4 		– Sell
-33,618
Closed -$1.27M – 163
2023
Q3 		$1.27M Buy
33,618
+2,778
+9% +$113K 0.56% 60
2023
Q2 		$1.26M Hold
30,840
– – 0.58% 68
2023
Q1 		$1.29M Buy
30,840
+7,538
+32% +$314K 0.59% 59
2022
Q4 		$1.01M Hold
23,302
– – 0.5% 68
2022
Q3 		$873K Buy
23,302
+3,367
+17% +$149K 0.49% 69
2022
Q2 		$903K Buy
19,935
+8,510
+74% +$400K 0.52% 64
2022
Q1 		$544K Sell
11,425
-8,014
-41% -$339K 0.34% 87
2021
Q4 		$801K Buy
+19,439
New +$732K 0.54% 57

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VELA Investment Management's EXC Position: Q4 2023 in Review

VELA Investment Management sold out of Exelon (EXC) in Q4 2023, closing a stake of 33,618 shares — an estimated $1.27M sold.

VELA Investment Management first reported a position in EXC in Q4 2021 and held it in 8 quarters. The position peaked at $1.29M in Q1 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • VELA Investment Management reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
  • VELA Investment Management sold 33,618 Exelon shares in Q4 2023, an estimated $1.27M.
  • VELA Investment Management first reported a position in Exelon in Q4 2021 and held it in 8 quarters.
  • VELA Investment Management's Exelon position peaked at $1.29M in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on VELA Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.