West Branch Capital’s Exelon EXC Stock Holding History

West Branch Capital’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
2024 Q4	–	Sell	-1	Closed	-$45	–	574
2024 Q3	$45	Buy	+1	New	+$38	﹤0.01%	588
2024 Q1	–	Sell	-289	Closed	-$10.4K	–	429
2023 Q4	$10.4K	Hold	289	–	–	﹤0.01%	274
2023 Q3	$10.9K	Hold	289	–	–	0.01%	272
2023 Q2	$11.8K	Hold	289	–	–	0.01%	269
2023 Q1	$12.1K	Hold	289	–	–	0.01%	272
2022 Q4	$12.5K	Hold	289	–	–	0.01%	267
2022 Q3	$11K	Hold	289	–	–	0.01%	273
2022 Q2	$13K	Hold	289	–	–	0.01%	255
2022 Q1	$14K	Sell	289 -116	-29%	-$4.91K	0.01%	263
2021 Q4	$17K	Hold	405	–	–	0.01%	275
2021 Q3	$14K	Hold	405	–	–	0.01%	276
2021 Q2	$13K	Buy	+405	New	+$13K	0.01%	300

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

West Branch Capital's EXC Position: Q4 2024 in Review

West Branch Capital sold out of Exelon (EXC) in Q4 2024, closing a stake of 1 share — an estimated $45 sold.

West Branch Capital first reported a position in EXC in Q2 2021 and held it in 12 quarters. The position peaked at $17K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

West Branch Capital reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 Exelon share in Q4 2024, an estimated $45.
West Branch Capital first reported a position in Exelon in Q2 2021 and held it in 12 quarters.
West Branch Capital's Exelon position peaked at $17K in Q4 2021.
1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.