44 Wealth Management’s Exelon EXC Stock Holding History

44 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
2026 Q1	–	Sell	-17,927	Closed	-$781K	–	189
2025 Q4	$781K	Buy	17,927 +199	+1%	+$9.08K	0.26%	109
2025 Q3	$798K	Sell	17,728 -696	-4%	-$30.6K	0.27%	112
2025 Q2	$800K	Sell	18,424 -131	-0.7%	-$5.83K	0.28%	111
2025 Q1	$855K	Sell	18,555 -107	-0.6%	-$4.47K	0.32%	101
2024 Q4	$702K	Sell	18,662 -4,269	-19%	-$166K	0.27%	106
2024 Q3	$934K	Buy	+22,931	New	+$862K	0.33%	96
2023 Q2	$205K	Sell	5,036 -557	-10%	-$23K	0.07%	163
2023 Q1	$234K	Buy	5,593 +16	+0.3%	+$667	0.08%	159
2022 Q4	$241K	Buy	+5,577	New	+$220K	0.08%	160
2022 Q1	–	Sell	-6,296	Closed	-$259K	–	176
2021 Q4	$259K	Sell	6,296 -85	-1%	-$3.2K	0.09%	157
2021 Q3	$220K	Sell	6,381 -35	-0.5%	-$1.2K	0.08%	158
2021 Q2	$203K	Sell	6,416 -15	-0.2%	-$483	0.08%	173
2021 Q1	$201K	Buy	+6,431	New	+$193K	0.08%	153

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

44 Wealth Management's EXC Position: Q1 2026 in Review

44 Wealth Management sold out of Exelon (EXC) in Q1 2026, closing a stake of 17,927 shares — an estimated $781K sold.

44 Wealth Management first reported a position in EXC in Q1 2021 and held it in 13 quarters. The position peaked at $934K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

44 Wealth Management reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
44 Wealth Management sold 17,927 Exelon shares in Q1 2026, an estimated $781K.
44 Wealth Management first reported a position in Exelon in Q1 2021 and held it in 13 quarters.
44 Wealth Management's Exelon position peaked at $934K in Q3 2024.
1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.