Welch Group’s Exelon EXC Stock Holding History

Welch Group’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 Q4	–	Sell	-4,500	Closed	-$203K	–	316
2025 Q3	$203K	Buy	+4,500	New	+$198K	0.01%	284
2020 Q1	–	Sell	-3,526	Closed	-$115K	–	160
2019 Q4	$115K	Hold	3,526	–	–	0.01%	145
2019 Q3	$121K	Hold	3,526	–	–	0.01%	134
2019 Q2	$121K	Hold	3,526	–	–	0.01%	132
2019 Q1	$126K	Hold	3,526	–	–	0.01%	134
2018 Q4	$113K	Hold	3,526	–	–	0.01%	135
2018 Q3	$110	Buy	+3,526	New	+$109K	0.01%	144

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Welch Group's EXC Position: Q4 2025 in Review

Welch Group sold out of Exelon (EXC) in Q4 2025, closing a stake of 4,500 shares — an estimated $203K sold.

Welch Group first reported a position in EXC in Q3 2018 and held it in 7 quarters. The position peaked at $203K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Welch Group reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Welch Group sold 4,500 Exelon shares in Q4 2025, an estimated $203K.
Welch Group first reported a position in Exelon in Q3 2018 and held it in 7 quarters.
Welch Group's Exelon position peaked at $203K in Q3 2025.
1,249 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Welch Group's 13F filing for Q4 2025, filed 26 Jan 2026.