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Arkadios Wealth Advisors’s Exelon EXC Stock Holding History

Arkadios Wealth Advisors’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 		$676K Sell
14,507
-515
-3% -$23.8K 0.01% 971
2026
Q1 		$736K Buy
15,022
+1,202
+9% +$55.9K 0.01% 931
2025
Q4 		$602K Sell
13,820
-1,419
-9% -$64.8K 0.01% 914
2025
Q3 		$686K Buy
15,239
+4,839
+47% +$213K 0.02% 805
2025
Q2 		$452K Buy
10,400
+1,437
+16% +$64K 0.01% 886
2025
Q1 		$413K Buy
8,963
+1,318
+17% +$55.1K 0.02% 779
2024
Q4 		$288K Buy
7,645
+2,311
+43% +$89.6K 0.02% 733
2024
Q3 		$216K Buy
+5,334
New +$201K 0.01% 815
2021
Q4 		– Sell
-3,871
Closed -$133K – 949
2021
Q3 		$133K Sell
3,871
-125
-3% -$4.27K 0.02% 611
2021
Q2 		$126K Buy
3,996
+2,511
+169% +$80.8K 0.02% 662
2021
Q1 		$46K Buy
1,485
+2
+0.1% +$60 0.01% 712
2020
Q4 		$44K Buy
1,483
+755
+104% +$22.3K 0.01% 576
2020
Q3 		$21.8K Sell
728
-699
-49% -$18.5K 0.01% 585
2020
Q2 		$38.6K Sell
1,427
-154
-10% -$4.09K 0.02% 411
2020
Q1 		$41.5K Sell
1,581
-27
-2% -$849 0.03% 366
2019
Q4 		$56.8K Buy
+1,608
New +$52.1K 0.03% 299

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

Arkadios Wealth Advisors's EXC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Exelon (EXC) stake by 3.4% in Q2 2026, selling an estimated $23.8K and leaving 14,507 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #971.

Arkadios Wealth Advisors first reported a position in EXC in Q4 2019 and has held it in 16 quarters since. The position peaked at $736K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Arkadios Wealth Advisors held 14,507 shares of Exelon worth $676K as of Q2 2026.
  • Arkadios Wealth Advisors sold 515 Exelon shares in Q2 2026, an estimated $23.8K.
  • Exelon made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #971 holding.
  • Arkadios Wealth Advisors first reported a position in Exelon in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Exelon position peaked at $736K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.