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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wela Strategies's EXC Position: Q3 2025 in Review

Wela Strategies held its Exelon (EXC) position steady in Q3 2025 at 18,702 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #55.

Wela Strategies first reported a position in EXC in Q1 2021 and has held it in 18 quarters since. The position peaked at $413K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

Wela Strategies held 18,702 shares of Exelon worth $18.7K as of Q3 2025.
Wela Strategies left its Exelon share count unchanged in Q3 2025.
Exelon made up 0.01% of Wela Strategies's portfolio in Q3 2025, its #55 holding.
Wela Strategies first reported a position in Exelon in Q1 2021 and has held it in 18 quarters since.
Wela Strategies's Exelon position peaked at $413K in Q4 2024.
1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.