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Advocate Investing Services’s Exelon EXC Stock Holding History

Advocate Investing Services’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 		$32.4K Buy
694
+6
+0.9% +$278 0.02% 198
2026
Q1 		$33.7K Hold
688
– – 0.03% 174
2025
Q4 		$30K Buy
+688
New +$31.4K 0.03% 171

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

Advocate Investing Services's EXC Position: Q2 2026 in Review

Advocate Investing Services increased its Exelon (EXC) stake by 0.87% in Q2 2026, buying an estimated $278 and bringing the position to 694 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #198.

Advocate Investing Services first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.7K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Advocate Investing Services held 694 shares of Exelon worth $32.4K as of Q2 2026.
  • Advocate Investing Services bought 6 Exelon shares in Q2 2026, an estimated $278.
  • Exelon made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #198 holding.
  • Advocate Investing Services first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Exelon position peaked at $33.7K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.