WAS
EXC icon

Winch Advisory Services’s Exelon EXC Stock Holding History

Winch Advisory Services’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
-111
Closed -$4.18K – 514
2024
Q4 		$4.18K Buy
+111
New +$4.31K ﹤0.01% 382
2024
Q2 		– Sell
-126
Closed -$4.75K – 458
2024
Q1 		$4.75K Buy
+126
New +$4.5K ﹤0.01% 313
2020
Q4 		– Sell
-31
Closed -$1K – 437
2020
Q3 		$1K Buy
+31
New +$822 ﹤0.01% 358
2015
Q4 		– Sell
-248
Closed -$5K – 265
2015
Q3 		$5K Buy
248
+3
+1% +$67 0.01% 155
2015
Q2 		$5K Buy
245
+2
+0.8% +$48 ﹤0.01% 205
2015
Q1 		$6K Buy
+243
New +$6.02K ﹤0.01% 186
2014
Q4 		– Sell
-237
Closed – – 83
2014
Q3 		$0 Hold
237
– – ﹤0.01% 243
2014
Q2 		$6K Buy
237
+3
+1% +$77 ﹤0.01% 188
2014
Q1 		$6K Buy
+234
New +$4.93K ﹤0.01% 205

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