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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Advisor OS's EXC Position: Q1 2026 in Review

Advisor OS opened a new position in Exelon (EXC) in Q1 2026: 7,734 shares worth $379K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings. This is a return to the name: Advisor OS previously reported a position in EXC as recently as Q2 2020.

Advisor OS first reported a position in EXC in Q2 2020 and has held it in 2 quarters since. The position peaked at $388K in Q2 2020. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Advisor OS held 7,734 shares of Exelon worth $379K as of Q1 2026.
  • Exelon was a new Advisor OS position in Q1 2026.
  • Exelon made up 0.03% of Advisor OS's portfolio in Q1 2026, its #367 holding.
  • Advisor OS first reported a position in Exelon in Q2 2020 and has held it in 2 quarters since.
  • Advisor OS's Exelon position peaked at $388K in Q2 2020.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.