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Avion Wealth’s Exelon EXC Stock Holding History

Avion Wealth’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 		$17K Buy
372
+100
+37% +$4.63K ﹤0.01% 426
2026
Q1 		$13K Buy
272
+81
+42% +$3.77K ﹤0.01% 418
2025
Q4 		$8K Sell
191
-12
-6% -$548 ﹤0.01% 541
2025
Q3 		$9K Sell
203
-2
-1% -$88 ﹤0.01% 501
2025
Q2 		$8K Buy
205
+98
+92% +$4.36K ﹤0.01% 518
2025
Q1 		$4K Hold
107
– – ﹤0.01% 580
2024
Q4 		$4K Sell
107
-16
-13% -$621 ﹤0.01% 578
2024
Q3 		$4K Buy
123
+24
+24% +$902 ﹤0.01% 558
2024
Q2 		$3K Buy
99
+41
+71% +$1.51K ﹤0.01% 554
2024
Q1 		$3K Buy
58
+19
+49% +$679 ﹤0.01% 552
2023
Q4 		$1K Sell
39
-11
-22% -$424 ﹤0.01% 780
2023
Q3 		$1K Buy
50
+13
+35% +$530 ﹤0.01% 623
2023
Q2 		$1K Buy
37
+20
+118% +$827 ﹤0.01% 567
2023
Q1 		$0 Buy
+17
New +$709 ﹤0.01% 600

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

Avion Wealth's EXC Position: Q2 2026 in Review

Avion Wealth increased its Exelon (EXC) stake by 37% in Q2 2026, buying an estimated $4.63K and bringing the position to 372 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Avion Wealth first reported a position in EXC in Q1 2023 and has held it in 14 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Avion Wealth held 372 shares of Exelon worth $17K as of Q2 2026.
  • Avion Wealth bought 100 Exelon shares in Q2 2026, an estimated $4.63K.
  • Exelon made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #426 holding.
  • Avion Wealth first reported a position in Exelon in Q1 2023 and has held it in 14 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.