AWM
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Axxcess Wealth Management’s Exelon EXC Stock Holding History

Axxcess 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 		$416K Buy
+8,914
New +$412K 0.01% 767
2026
Q1 		– Sell
-8,916
Closed -$389K – 590
2025
Q4 		$389K Sell
8,916
-2,142
-19% -$97.8K 0.01% 769
2025
Q3 		$498K Buy
11,058
+240
+2% +$10.5K 0.01% 624
2025
Q2 		$470K Buy
10,818
+16
+0.1% +$712 0.01% 605
2025
Q1 		$498K Buy
10,802
+371
+4% +$15.5K 0.01% 556
2024
Q4 		$393K Buy
10,431
+12
+0.1% +$466 0.01% 603
2024
Q3 		$422K Buy
10,419
+11
+0.1% +$414 0.01% 589
2024
Q2 		$360K Buy
10,408
+12
+0.1% +$443 0.01% 600
2024
Q1 		$391K Sell
10,396
-162
-2% -$5.79K 0.01% 599
2023
Q4 		$379K Buy
10,558
+602
+6% +$23.2K 0.01% 578
2023
Q3 		$376K Buy
9,956
+1,557
+19% +$63.4K 0.01% 542
2023
Q2 		$342K Buy
8,399
+9
+0.1% +$372 0.02% 423
2023
Q1 		$351K Buy
8,390
+10
+0.1% +$417 0.03% 445
2022
Q4 		$362K Buy
8,380
+8
+0.1% +$316 0.03% 418
2022
Q3 		$314K Buy
8,372
+8
+0.1% +$354 0.03% 392
2022
Q2 		$379K Buy
8,364
+8
+0.1% +$376 0.03% 356
2022
Q1 		$398K Sell
8,356
-3,348
-29% -$142K 0.03% 411
2021
Q4 		$482K Buy
+11,704
New +$441K 0.04% 371

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

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

Axxcess Wealth Management opened a new position in Exelon (EXC) in Q2 2026: 8,914 shares worth $416K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EXC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $498K in Q1 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Axxcess Wealth Management held 8,914 shares of Exelon worth $416K as of Q2 2026.
  • Exelon was a new Axxcess Wealth Management position in Q2 2026.
  • Exelon made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Axxcess Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Exelon position peaked at $498K in Q1 2025.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.