WQ
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Wealth Quarterback’s Exelon EXC Stock Holding History

Wealth Quarterback’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
2021
Q3 		$41K Buy
1,171
+10
+0.9% +$342 0.03% 268
2021
Q2 		$37K Buy
+1,161
New +$37.4K 0.02% 270
2020
Q2 		– Sell
-1,042
Closed -$27.3K – 314
2020
Q1 		$27.3K Sell
1,042
-253
-20% -$7.96K 0.03% 290
2019
Q4 		$42.1K Buy
+1,295
New +$41.9K 0.04% 259

Other funds holding EXC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Quarterback's EXC Position: Q3 2021 in Review

Wealth Quarterback increased its Exelon (EXC) stake by 0.86% in Q3 2021, buying an estimated $342 and bringing the position to 1,171 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #268.

Wealth Quarterback first reported a position in EXC in Q4 2019 and has held it in 4 quarters since. The position peaked at $42.1K in Q4 2019. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

  • Wealth Quarterback held 1,171 shares of Exelon worth $41K as of Q3 2021.
  • Wealth Quarterback bought 10 Exelon shares in Q3 2021, an estimated $342.
  • Exelon made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #268 holding.
  • Wealth Quarterback first reported a position in Exelon in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Exelon position peaked at $42.1K in Q4 2019.
  • 933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.