AWM
EXC icon

Aviso Wealth Management’s Exelon EXC Stock Holding History

Aviso 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
Q2 		$1.14M Sell
24,535
-121
-0.5% -$5.6K 0.39% 54
2026
Q1 		$1.21M Buy
24,656
+8
+0% +$372 0.54% 45
2025
Q4 		$1.07M Sell
24,648
-1,363
-5% -$62.2K 0.45% 52
2025
Q3 		$1.17M Sell
26,011
-702
-3% -$30.8K 0.51% 50
2025
Q2 		$1.16M Buy
26,713
+878
+3% +$39.1K 0.54% 47
2025
Q1 		$1.19M Sell
25,835
-741
-3% -$31K 0.63% 47
2024
Q4 		$1M Sell
26,576
-126
-0.5% -$4.89K 0.51% 54
2024
Q3 		$1.08M Buy
26,702
+17,433
+188% +$655K 0.59% 43
2024
Q2 		$321K Buy
9,269
+2,770
+43% +$102K 0.19% 106
2024
Q1 		$244K Buy
+6,499
New +$232K 0.15% 126

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

Aviso Wealth Management's EXC Position: Q2 2026 in Review

Aviso Wealth Management reduced its Exelon (EXC) stake by 0.49% in Q2 2026, selling an estimated $5.6K and leaving 24,535 shares worth $1.14M. The position accounts for 0.39% of the portfolio, ranked #54.

Aviso Wealth Management first reported a position in EXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Aviso Wealth Management held 24,535 shares of Exelon worth $1.14M as of Q2 2026.
  • Aviso Wealth Management sold 121 Exelon shares in Q2 2026, an estimated $5.6K.
  • Exelon made up 0.39% of Aviso Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Aviso Wealth Management first reported a position in Exelon in Q1 2024 and has held it in 10 quarters since.
  • Aviso Wealth Management's Exelon position peaked at $1.21M in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.