Wela Strategies’s Exelon EXC Stock Holding History

Wela Strategies’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 Q3	$18.7K	Hold	18,702	–	–	0.01%	55
2025 Q2	$18.7K	Hold	18,702	–	–	0.01%	53
2025 Q1	$18.7K	Buy	18,702 +7,609	+69%	+$318K	0.01%	52
2024 Q4	$413K	Sell	11,093 -7,609	-41%	-$295K	0.18%	44
2024 Q3	$18.7K	Sell	18,702 -292	-2%	-$11K	0.01%	52
2024 Q2	$28.8K	Buy	18,994 +292	+2%	+$10.8K	0.01%	50
2024 Q1	$18.7K	Hold	18,702	–	–	0.01%	50
2023 Q4	$18.7K	Hold	18,702	–	–	0.01%	49
2023 Q3	$18.7K	Buy	+18,702	New	+$762K	0.01%	45
2023 Q2	–	Sell	-18,702	Closed	-$18.7K	–	41
2023 Q1	$18.7K	Hold	18,702	–	–	0.01%	46
2022 Q4	$19K	Hold	18,702	–	–	0.01%	45
2022 Q3	$19K	Hold	18,702	–	–	0.01%	45
2022 Q2	$19K	Hold	18,702	–	–	0.01%	45
2022 Q1	$19K	Sell	18,702 -7,518	-29%	-$318K	0.01%	47
2021 Q4	$19K	Hold	26,220	–	–	0.01%	44
2021 Q3	$19K	Hold	26,220	–	–	0.01%	44
2021 Q2	$19K	Hold	26,220	–	–	0.01%	44
2021 Q1	$19K	Buy	+26,220	New	+$788K	0.01%	44

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

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

Fidelity Investments

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

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group

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

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