AFG
EXC icon

Allegheny Financial Group’s Exelon EXC Stock Holding History

Allegheny Financial Group’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 		$302K Buy
6,468
+361
+6% +$16.7K 0.03% 234
2026
Q1 		$299K Buy
6,107
+10
+0.2% +$465 0.04% 212
2025
Q4 		$266K Sell
6,097
-626
-9% -$28.6K 0.04% 220
2025
Q3 		$303K Sell
6,723
-1,345
-17% -$59.1K 0.06% 194
2025
Q2 		$350K Buy
8,068
+186
+2% +$8.28K 0.08% 168
2025
Q1 		$363K Sell
7,882
-4,293
-35% -$179K 0.09% 159
2024
Q4 		$458K Buy
12,175
+4
+0% +$155 0.12% 133
2024
Q3 		$494K Buy
12,171
+487
+4% +$18.3K 0.12% 142
2024
Q2 		$404K Buy
11,684
+918
+9% +$33.9K 0.12% 148
2024
Q1 		$404K Sell
10,766
-762
-7% -$27.2K 0.12% 136
2023
Q4 		$414K Hold
11,528
– – 0.13% 132
2023
Q3 		$436K Buy
11,528
+2,958
+35% +$121K 0.16% 114
2023
Q2 		$349K Sell
8,570
-859
-9% -$35.5K 0.17% 115
2023
Q1 		$395K Sell
9,429
-1,074
-10% -$44.8K 0.16% 115
2022
Q4 		$454K Sell
10,503
-536
-5% -$21.2K 0.19% 104
2022
Q3 		$413K Sell
11,039
-1,353
-11% -$59.8K 0.19% 95
2022
Q2 		$562K Buy
12,392
+117
+1% +$5.5K 0.26% 76
2022
Q1 		$585K Sell
12,275
-5,180
-30% -$219K 0.25% 71
2021
Q4 		$719K Buy
17,455
+6,336
+57% +$239K 0.29% 67
2021
Q3 		$383K Hold
11,119
– – 0.18% 86
2021
Q2 		$351K Hold
11,119
– – 0.16% 94
2021
Q1 		$347K Hold
11,119
– – 0.25% 64
2020
Q4 		$335K Buy
+11,119
New +$328K 0.18% 84

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

Allegheny Financial Group's EXC Position: Q2 2026 in Review

Allegheny Financial Group increased its Exelon (EXC) stake by 5.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 6,468 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #234.

Allegheny Financial Group first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $719K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Allegheny Financial Group held 6,468 shares of Exelon worth $302K as of Q2 2026.
  • Allegheny Financial Group bought 361 Exelon shares in Q2 2026, an estimated $16.7K.
  • Exelon made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #234 holding.
  • Allegheny Financial Group first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Exelon position peaked at $719K in Q4 2021.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.