WR Wealth Planners’s Exelon EXC Stock Holding History

WR Wealth Planners’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 Q4	$19.3K	Sell	513 -140	-21%	-$5.43K	0.01%	465
2024 Q3	$26.5K	Buy	653 +43	+7%	+$1.62K	0.01%	439
2024 Q2	$21.1K	Buy	610 +16	+3%	+$591	0.01%	438
2024 Q1	$22.3K	Buy	+594	New	+$21.2K	0.01%	432
2023 Q4	–	Sell	-554	Closed	-$20.9K	–	403
2023 Q3	$20.9K	Hold	554	–	–	0.01%	418
2023 Q2	$22.6K	Hold	554	–	–	0.01%	414
2023 Q1	$23.2K	Buy	554 +446	+413%	+$18.6K	0.01%	408
2022 Q4	$4.67K	Hold	108	–	–	﹤0.01%	332
2022 Q3	$4.05K	Hold	108	–	–	﹤0.01%	331
2022 Q2	$4.89K	Hold	108	–	–	﹤0.01%	344
2022 Q1	$5.14K	Buy	+108	New	+$4.58K	﹤0.01%	355

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's EXC Position: Q4 2024 in Review

WR Wealth Planners reduced its Exelon (EXC) stake by 21% in Q4 2024, selling an estimated $5.43K and leaving 513 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #465.

WR Wealth Planners first reported a position in EXC in Q1 2022 and has held it in 11 quarters since. The position peaked at $26.5K in Q3 2024. 1,101 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

WR Wealth Planners held 513 shares of Exelon worth $19.3K as of Q4 2024.
WR Wealth Planners sold 140 Exelon shares in Q4 2024, an estimated $5.43K.
Exelon made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #465 holding.
WR Wealth Planners first reported a position in Exelon in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Exelon position peaked at $26.5K in Q3 2024.
1,101 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.