AWM
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Apollon Wealth Management’s Exelon EXC Stock Holding History

Apollon Wealth Management’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 		$1.46M Buy
29,847
+756
+3% +$35.2K 0.02% 467
2025
Q4 		$1.27M Buy
29,091
+122
+0.4% +$5.57K 0.02% 493
2025
Q3 		$1.3M Buy
28,969
+1,532
+6% +$67.3K 0.02% 494
2025
Q2 		$1.19M Buy
27,437
+7,917
+41% +$352K 0.02% 502
2025
Q1 		$899K Buy
19,520
+1,813
+10% +$75.8K 0.02% 539
2024
Q4 		$667K Buy
17,707
+6,259
+55% +$243K 0.02% 645
2024
Q3 		$464K Buy
11,448
+2,356
+26% +$88.6K 0.01% 748
2024
Q2 		$315K Sell
9,092
-2,879
-24% -$106K 0.01% 844
2024
Q1 		$450K Sell
11,971
-1,150
-9% -$41.1K 0.01% 733
2023
Q4 		$471K Buy
13,121
+5,322
+68% +$205K 0.02% 676
2023
Q3 		$295K Buy
7,799
+1,608
+26% +$65.5K 0.01% 707
2023
Q2 		$252K Sell
6,191
-567
-8% -$23.4K 0.01% 788
2023
Q1 		$283K Buy
6,758
+1,076
+19% +$44.9K 0.02% 690
2022
Q4 		$246K Sell
5,682
-2,619
-32% -$103K 0.02% 722
2022
Q3 		$311K Sell
8,301
-782
-9% -$34.6K 0.03% 585
2022
Q2 		$412K Buy
9,083
+2,139
+31% +$101K 0.03% 478
2022
Q1 		$331K Buy
6,944
+753
+12% +$31.9K 0.02% 565
2021
Q4 		$255K Buy
+6,191
New +$233K 0.02% 626

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

Apollon Wealth Management's EXC Position: Q1 2026 in Review

Apollon Wealth Management increased its Exelon (EXC) stake by 2.6% in Q1 2026, buying an estimated $35.2K and bringing the position to 29,847 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #467.

Apollon Wealth Management first reported a position in EXC in Q4 2021 and has held it in 18 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Apollon Wealth Management held 29,847 shares of Exelon worth $1.46M as of Q1 2026.
  • Apollon Wealth Management bought 756 Exelon shares in Q1 2026, an estimated $35.2K.
  • Exelon made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #467 holding.
  • Apollon Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 18 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.