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Activest Wealth Management’s Exelon EXC Stock Holding History

Activest 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 		$3.96K Buy
85
+40
+89% +$1.85K ﹤0.01% 750
2026
Q1 		$2.21K Buy
+45
New +$2.09K ﹤0.01% 940
2025
Q4 		– Sell
-359
Closed -$16.2K – 1197
2025
Q3 		$16.2K Buy
359
+14
+4% +$615 ﹤0.01% 414
2025
Q2 		$15K Sell
345
-4
-1% -$178 ﹤0.01% 368
2025
Q1 		$16.1K Buy
349
+339
+3,390% +$14.2K ﹤0.01% 322
2024
Q4 		$376 Buy
+10
New +$388 ﹤0.01% 563

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

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

Activest Wealth Management increased its Exelon (EXC) stake by 89% in Q2 2026, buying an estimated $1.85K and bringing the position to 85 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Activest Wealth Management first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Activest Wealth Management held 85 shares of Exelon worth $3.96K as of Q2 2026.
  • Activest Wealth Management bought 40 Exelon shares in Q2 2026, an estimated $1.85K.
  • Exelon made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #750 holding.
  • Activest Wealth Management first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's Exelon position peaked at $16.2K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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