Verus Wealth Management’s Exelon EXC Stock Holding History

Verus 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	–	Sell	-4,425	Closed	-$204K	–	56
2025 Q1	$204K	Buy	+4,425	New	+$185K	0.22%	53

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

Verus Wealth Management's EXC Position: Q2 2025 in Review

Verus Wealth Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 4,425 shares — an estimated $204K sold.

Verus Wealth Management first reported a position in EXC in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Verus Wealth Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Verus Wealth Management sold 4,425 Exelon shares in Q2 2025, an estimated $204K.
Verus Wealth Management first reported a position in Exelon in Q1 2025 and held it in 1 quarter.
Verus Wealth Management's Exelon position peaked at $204K in Q1 2025.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Verus Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.