Wagner Wealth Management (South Carolina)’s Exelon EXC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-166	Closed	-$6K	–	400
2022 Q3	$6K	Hold	166	–	–	﹤0.01%	490
2022 Q2	$8K	Buy	+166	New	+$7.8K	0.01%	473
2022 Q1	–	Sell	-233	Closed	-$10K	–	359
2021 Q4	$10K	Hold	233	–	–	0.01%	490
2021 Q3	$9K	Hold	233	–	–	0.01%	486
2021 Q2	$7K	Hold	233	–	–	0.01%	524
2021 Q1	$7K	Buy	+233	New	+$7K	0.01%	502
2018 Q1	–	Sell	-645	Closed	-$18K	–	645
2017 Q4	$18K	Buy	+645	New	+$18.5K	0.01%	317

Other funds holding EXC

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EXC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Exelon (EXC) in Q4 2022, closing a stake of 166 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in EXC in Q4 2017 and held it in 7 quarters. The position peaked at $18K in Q4 2017. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 166 Exelon shares in Q4 2022, an estimated $6K.
Wagner Wealth Management (South Carolina) first reported a position in Exelon in Q4 2017 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s Exelon position peaked at $18K in Q4 2017.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.