Alliance Wealth Advisors (Pennsylvania)’s Exelon EXC Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	–	Sell	-4,154	Closed	-$204K	–	174
2026 Q1	$204K	Buy	+4,154	New	+$193K	0.09%	153
2023 Q1	–	Sell	-4,654	Closed	-$201K	–	123
2022 Q4	$201K	Buy	+4,654	New	+$184K	0.17%	108
2022 Q3	–	Sell	-4,954	Closed	-$225K	–	109
2022 Q2	$225K	Buy	4,954 +300	+6%	+$14.1K	0.19%	101
2022 Q1	$222K	Sell	4,654 -2,439	-34%	-$103K	0.18%	107
2021 Q4	$292K	Hold	7,093	–	–	0.24%	89
2021 Q3	$245K	Hold	7,093	–	–	0.22%	92
2021 Q2	$224K	Hold	7,093	–	–	0.2%	98
2021 Q1	$221K	Hold	7,093	–	–	0.22%	97
2020 Q4	$214K	Buy	+7,093	New	+$209K	0.22%	96

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s EXC Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,154 shares — an estimated $204K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in EXC in Q4 2020 and held it in 9 quarters. The position peaked at $292K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 4,154 Exelon shares in Q2 2026, an estimated $204K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Exelon in Q4 2020 and held it in 9 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Exelon position peaked at $292K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.