Abound Wealth Management’s Exelon EXC Stock Holding History

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

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.