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Advisor OS’s Exelon EXC Stock Holding History

Advisor OS’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 		$348K Sell
7,474
-260
-3% -$12K 0.02% 414
2026
Q1 		$379K Buy
+7,734
New +$360K 0.03% 367
2020
Q3 		– Sell
-14,982
Closed -$388K – 116
2020
Q2 		$388K Buy
+14,982
New +$398K 0.23% 89

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Advisor OS's EXC Position: Q2 2026 in Review

Advisor OS reduced its Exelon (EXC) stake by 3.4% in Q2 2026, selling an estimated $12K and leaving 7,474 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #414.

Advisor OS first reported a position in EXC in Q2 2020 and has held it in 3 quarters since. The position peaked at $388K in Q2 2020. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Advisor OS held 7,474 shares of Exelon worth $348K as of Q2 2026.
  • Advisor OS sold 260 Exelon shares in Q2 2026, an estimated $12K.
  • Exelon made up 0.02% of Advisor OS's portfolio in Q2 2026, its #414 holding.
  • Advisor OS first reported a position in Exelon in Q2 2020 and has held it in 3 quarters since.
  • Advisor OS's Exelon position peaked at $388K in Q2 2020.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.