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 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Winch Advisory Services's EXC Position: Q1 2025 in Review

Winch Advisory Services sold out of Exelon (EXC) in Q1 2025, closing a stake of 111 shares — an estimated $4.18K sold.

Winch Advisory Services first reported a position in EXC in Q1 2014 and held it in 9 quarters. The position peaked at $6K in Q1 2015. 1,197 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Winch Advisory Services reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 111 Exelon shares in Q1 2025, an estimated $4.18K.
Winch Advisory Services first reported a position in Exelon in Q1 2014 and held it in 9 quarters.
Winch Advisory Services's Exelon position peaked at $6K in Q1 2015.
1,197 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.