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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
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 $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

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

Aviso Wealth Management increased its Exelon (EXC) stake by 0.03% in Q1 2026, buying an estimated $372 and bringing the position to 24,656 shares worth $1.21M. The position accounts for 0.54% of the portfolio, ranked #45.

Aviso Wealth Management first reported a position in EXC in Q1 2024 and has held it in 9 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Aviso Wealth Management held 24,656 shares of Exelon worth $1.21M as of Q1 2026.
  • Aviso Wealth Management bought 8 Exelon shares in Q1 2026, an estimated $372.
  • Exelon made up 0.54% of Aviso Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Aviso Wealth Management first reported a position in Exelon in Q1 2024 and has held it in 9 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.