Western Pacific Wealth Management’s Exelon EXC Stock Holding History

Western Pacific Wealth Management’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	-1,975	Closed	-$80.1K	–	231
2024 Q3	$80.1K	Hold	1,975	–	–	0.05%	143
2024 Q2	$68.4K	Hold	1,975	–	–	0.05%	127
2024 Q1	$74.2K	Sell	1,975 -1,128	-36%	-$40.3K	0.05%	120
2023 Q4	$111K	Buy	3,103 +668	+27%	+$25.7K	0.08%	79
2023 Q3	$92K	Buy	2,435 +189	+8%	+$7.7K	0.08%	85
2023 Q2	$91.5K	Buy	2,246 +919	+69%	+$38K	0.07%	89
2023 Q1	$55.6K	Buy	1,327 +1,102	+490%	+$45.9K	0.04%	136
2022 Q4	$9.73K	Hold	225	–	–	0.01%	195
2022 Q3	$8K	Hold	225	–	–	0.01%	198
2022 Q2	$10K	Hold	225	–	–	0.01%	145
2022 Q1	$10K	Sell	225 -90	-29%	-$3.81K	0.01%	164
2021 Q4	$12K	Buy	+315	New	+$11.9K	0.01%	168

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Western Pacific Wealth Management's EXC Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Exelon (EXC) in Q4 2024, closing a stake of 1,975 shares — an estimated $80.1K sold.

Western Pacific Wealth Management first reported a position in EXC in Q4 2021 and held it in 12 quarters. The position peaked at $111K in Q4 2023. 1,100 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

Western Pacific Wealth Management reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,975 Exelon shares in Q4 2024, an estimated $80.1K.
Western Pacific Wealth Management first reported a position in Exelon in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's Exelon position peaked at $111K in Q4 2023.
1,100 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.