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Wipfli Financial Advisors’s Exelon EXC Stock Holding History

Wipfli Financial 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
2022
Q3 		$253K Buy
+6,766
New +$299K 0.02% 375

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's EXC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Exelon (EXC) in Q3 2022: 6,766 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings.

988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

  • Wipfli Financial Advisors held 6,766 shares of Exelon worth $253K as of Q3 2022.
  • Exelon was a new Wipfli Financial Advisors position in Q3 2022.
  • Exelon made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #375 holding.
  • 988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.