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West Tower Group’s Exelon EXC Stock Holding History

West Tower 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
Q1 		– Sell
-12,000
Closed -$452K – 76
2024
Q4 		$452K Buy
12,000
+5,000
+71% +$194K 1% 28
2024
Q3 		$284K Buy
+7,000
New +$263K 0.61% 46
2024
Q1 		– Sell
-3,538
Closed -$127K – 230
2023
Q4 		$127K Buy
3,538
+3,155
+824% +$122K 0.26% 56
2023
Q3 		$14.5K Sell
383
-47
-11% -$1.92K 0.01% 356
2023
Q2 		$17.5K Buy
+430
New +$17.8K 0.01% 353

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
State Street
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Tower Group's EXC Position: Q1 2025 in Review

West Tower Group sold out of Exelon (EXC) in Q1 2025, closing a stake of 12,000 shares — an estimated $452K sold.

West Tower Group first reported a position in EXC in Q2 2023 and held it in 5 quarters. The position peaked at $452K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

  • West Tower Group reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
  • West Tower Group sold 12,000 Exelon shares in Q1 2025, an estimated $452K.
  • West Tower Group first reported a position in Exelon in Q2 2023 and held it in 5 quarters.
  • West Tower Group's Exelon position peaked at $452K in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on West Tower Group's 13F filing for Q1 2025, filed 9 May 2025.