AWA
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Aaron Wealth Advisors’s Exelon EXC Stock Holding History

Aaron Wealth Advisors’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
Q2 		$965K Buy
20,707
+553
+3% +$25.6K 0.05% 250
2026
Q1 		$988K Sell
20,154
-8,399
-29% -$391K 0.06% 228
2025
Q4 		$1.24M Buy
28,553
+11,182
+64% +$510K 0.07% 204
2025
Q3 		$782K Buy
17,371
+8,297
+91% +$364K 0.05% 291
2025
Q2 		$394K Sell
9,074
-838
-8% -$37.3K 0.04% 296
2025
Q1 		$457K Buy
9,912
+1,856
+23% +$77.6K 0.05% 237
2024
Q4 		$303K Buy
8,056
+473
+6% +$18.3K 0.04% 317
2024
Q3 		$307K Buy
7,583
+802
+12% +$30.2K 0.04% 296
2024
Q2 		$235K Buy
+6,781
New +$250K 0.03% 279

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aaron Wealth Advisors's EXC Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Exelon (EXC) stake by 2.7% in Q2 2026, buying an estimated $25.6K and bringing the position to 20,707 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #250.

Aaron Wealth Advisors first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Aaron Wealth Advisors held 20,707 shares of Exelon worth $965K as of Q2 2026.
  • Aaron Wealth Advisors bought 553 Exelon shares in Q2 2026, an estimated $25.6K.
  • Exelon made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • Aaron Wealth Advisors first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • Aaron Wealth Advisors's Exelon position peaked at $1.24M in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.