Zuckerman Investment Group’s Exelon EXC Stock Holding History

Zuckerman Investment 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 Q2	–	Sell	-4,567	Closed	-$210K	–	164
2025 Q1	$210K	Buy	+4,567	New	+$191K	0.02%	152
2023 Q4	–	Sell	-5,425	Closed	-$205K	–	135
2023 Q3	$205K	Hold	5,425	–	–	0.03%	120
2023 Q2	$221K	Hold	5,425	–	–	0.03%	115
2023 Q1	$227K	Buy	5,425 +175	+3%	+$7.29K	0.03%	107
2022 Q4	$227K	Sell	5,250 -7,320	-58%	-$289K	0.04%	115
2022 Q3	$471K	Buy	12,570 +7,320	+139%	+$324K	0.09%	72
2022 Q2	$238K	Hold	5,250	–	–	0.04%	92
2022 Q1	$250K	Sell	5,250 -2,111	-29%	-$89.4K	0.04%	97
2021 Q4	$303K	Hold	7,361	–	–	0.05%	91
2021 Q3	$254K	Buy	+7,361	New	+$252K	0.04%	99

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

Zuckerman Investment Group's EXC Position: Q2 2025 in Review

Zuckerman Investment Group sold out of Exelon (EXC) in Q2 2025, closing a stake of 4,567 shares — an estimated $210K sold.

Zuckerman Investment Group first reported a position in EXC in Q3 2021 and held it in 10 quarters. The position peaked at $471K in Q3 2022. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Zuckerman Investment Group reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Zuckerman Investment Group sold 4,567 Exelon shares in Q2 2025, an estimated $210K.
Zuckerman Investment Group first reported a position in Exelon in Q3 2021 and held it in 10 quarters.
Zuckerman Investment Group's Exelon position peaked at $471K in Q3 2022.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Zuckerman Investment Group's 13F filing for Q2 2025, filed 15 Aug 2025.