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Wood Tarver Financial Group’s Exelon EXC Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-143
Closed -$6K – 302
2025
Q2 		$6K Buy
143
+1
+0.7% +$45 ﹤0.01% 450
2025
Q1 		$6.54K Sell
142
-2
-1% -$84 ﹤0.01% 447
2024
Q4 		$5K Buy
+144
New +$5.59K ﹤0.01% 442

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wood Tarver Financial Group's EXC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Exelon (EXC) in Q3 2025, closing a stake of 143 shares — an estimated $6K sold.

Wood Tarver Financial Group first reported a position in EXC in Q4 2024 and held it in 3 quarters. The position peaked at $6.54K in Q1 2025. 1,201 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 143 Exelon shares in Q3 2025, an estimated $6K.
  • Wood Tarver Financial Group first reported a position in Exelon in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Exelon position peaked at $6.54K in Q1 2025.
  • 1,201 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.