Washington Trust’s Exelon EXC Stock Holding History

Washington Trust’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	-1,650	Closed	-$76K	–	403
2025 Q1	$76K	Hold	1,650	–	–	﹤0.01%	357
2024 Q4	$62.1K	Hold	1,650	–	–	﹤0.01%	410
2024 Q3	$66.9K	Hold	1,650	–	–	﹤0.01%	412
2024 Q2	$57.1K	Hold	1,650	–	–	﹤0.01%	433
2024 Q1	$62K	Hold	1,650	–	–	﹤0.01%	428
2023 Q4	$59.2K	Hold	1,650	–	–	﹤0.01%	401
2023 Q3	$62.4K	Hold	1,650	–	–	﹤0.01%	361
2023 Q2	$67.2K	Hold	1,650	–	–	﹤0.01%	375
2023 Q1	$69.1K	Sell	1,650 -293	-15%	-$12.2K	﹤0.01%	365
2022 Q4	$84K	Hold	1,943	–	–	﹤0.01%	334
2022 Q3	$73K	Hold	1,943	–	–	﹤0.01%	336
2022 Q2	$88K	Hold	1,943	–	–	﹤0.01%	325
2022 Q1	$92K	Sell	1,943 -496	-20%	-$21K	﹤0.01%	342
2021 Q4	$101K	Sell	2,439 -71	-3%	-$2.67K	﹤0.01%	333
2021 Q3	$87K	Buy	2,510 +66	+3%	+$2.25K	﹤0.01%	424
2021 Q2	$77K	Sell	2,444 -799	-25%	-$25.7K	﹤0.01%	447
2021 Q1	$102K	Buy	3,243 +1,953	+151%	+$58.7K	﹤0.01%	391
2020 Q4	$39K	Sell	1,290 -1,018	-44%	-$30K	﹤0.01%	537
2020 Q3	$59K	Buy	2,308 +1,500	+186%	+$39.8K	﹤0.01%	415
2020 Q2	$21K	Buy	808 +177	+28%	+$4.7K	﹤0.01%	548
2020 Q1	$17K	Buy	+631	New	+$19.8K	﹤0.01%	581
2018 Q3	–	Sell	-421	Closed	-$13K	–	423
2018 Q2	$13K	Buy	+421	New	+$12.1K	﹤0.01%	637

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

Washington Trust's EXC Position: Q2 2025 in Review

Washington Trust sold out of Exelon (EXC) in Q2 2025, closing a stake of 1,650 shares — an estimated $76K sold.

Washington Trust first reported a position in EXC in Q2 2018 and held it in 22 quarters. The position peaked at $102K in Q1 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Washington Trust reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,650 Exelon shares in Q2 2025, an estimated $76K.
Washington Trust first reported a position in Exelon in Q2 2018 and held it in 22 quarters.
Washington Trust's Exelon position peaked at $102K in Q1 2021.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.