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Yardley Wealth Management’s Exelon EXC Stock Holding History

Yardley Wealth Management’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
-8,000
Closed -$347K – 39
2025
Q2 		$347K Hold
8,000
– – 0.19% 35
2025
Q1 		$369K Sell
8,000
-8,000
-50% -$334K 0.22% 31
2024
Q4 		$626K Buy
16,000
+8,000
+100% +$310K 0.3% 35
2024
Q3 		$324K Buy
+8,000
New +$301K 0.19% 35

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yardley Wealth Management's EXC Position: Q3 2025 in Review

Yardley Wealth Management sold out of Exelon (EXC) in Q3 2025, closing a stake of 8,000 shares — an estimated $347K sold.

Yardley Wealth Management first reported a position in EXC in Q3 2024 and held it in 4 quarters. The position peaked at $626K in Q4 2024. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Yardley Wealth Management reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Yardley Wealth Management sold 8,000 Exelon shares in Q3 2025, an estimated $347K.
  • Yardley Wealth Management first reported a position in Exelon in Q3 2024 and held it in 4 quarters.
  • Yardley Wealth Management's Exelon position peaked at $626K in Q4 2024.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Yardley Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.