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Wetzel Investment Advisors’s Exelon EXC Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-253
Closed -$9.51K – 378
2024
Q2 		$9.51K Hold
253
– – 0.01% 471
2024
Q1 		$9.28K Hold
253
– – 0.01% 549
2023
Q4 		$9K Buy
+253
New +$9.74K 0.01% 545

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wetzel Investment Advisors's EXC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Exelon (EXC) in Q3 2024, closing a stake of 253 shares — an estimated $9.51K sold.

Wetzel Investment Advisors first reported a position in EXC in Q4 2023 and held it in 3 quarters. The position peaked at $9.51K in Q2 2024. 1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 253 Exelon shares in Q3 2024, an estimated $9.51K.
  • Wetzel Investment Advisors first reported a position in Exelon in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Exelon position peaked at $9.51K in Q2 2024.
  • 1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.