AWM
EXC icon

Abound Wealth Management’s Exelon EXC Stock Holding History

Abound 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
Q2 		$757 Sell
16
-112
-88% -$5.18K ﹤0.01% 866
2026
Q1 		$6.28K Hold
128
– – ﹤0.01% 681
2025
Q4 		$5.59K Buy
128
+7
+6% +$319 ﹤0.01% 644
2025
Q3 		$5.46K Buy
121
+1
+0.8% +$44 ﹤0.01% 624
2025
Q2 		$5.23K Buy
120
+105
+700% +$4.67K ﹤0.01% 568
2025
Q1 		$714 Sell
15
-150
-91% -$6.27K ﹤0.01% 783
2024
Q4 		$6.19K Sell
165
-1
-0.6% -$39 ﹤0.01% 484
2024
Q3 		$6.75K Sell
166
-726
-81% -$27.3K ﹤0.01% 486
2024
Q2 		$30.9K Buy
892
+744
+503% +$27.5K 0.01% 208
2024
Q1 		$5.57K Sell
148
-12
-8% -$429 ﹤0.01% 494
2023
Q4 		$5.73K Buy
160
+42
+36% +$1.62K ﹤0.01% 472
2023
Q3 		$4.47K Sell
118
-10
-8% -$407 ﹤0.01% 491
2023
Q2 		$5.22K Buy
128
+10
+8% +$413 ﹤0.01% 471
2023
Q1 		$4.95K Hold
118
– – ﹤0.01% 406
2022
Q4 		$5.11K Sell
118
-17
-13% -$672 ﹤0.01% 348
2022
Q3 		$5.07K Buy
+135
New +$5.97K ﹤0.01% 365

Other funds holding EXC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Abound Wealth Management's EXC Position: Q2 2026 in Review

Abound Wealth Management reduced its Exelon (EXC) stake by 88% in Q2 2026, selling an estimated $5.18K and leaving 16 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Abound Wealth Management first reported a position in EXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.9K in Q2 2024. 168 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Abound Wealth Management held 16 shares of Exelon worth $757 as of Q2 2026.
  • Abound Wealth Management sold 112 Exelon shares in Q2 2026, an estimated $5.18K.
  • Exelon made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Abound Wealth Management first reported a position in Exelon in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Exelon position peaked at $30.9K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.