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Basecamp Wealth Advisors’s Exelon EXC Stock Holding History

Basecamp 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 		$42.6K Hold
914
– – 0.01% 584
2026
Q1 		$44.8K Sell
914
-445
-33% -$20.7K 0.01% 579
2025
Q4 		$59.2K Buy
+1,359
New +$62K 0.01% 487

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

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

Basecamp Wealth Advisors held its Exelon (EXC) position steady in Q2 2026 at 914 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #584.

Basecamp Wealth Advisors first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.2K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Basecamp Wealth Advisors held 914 shares of Exelon worth $42.6K as of Q2 2026.
  • Basecamp Wealth Advisors left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #584 holding.
  • Basecamp Wealth Advisors first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Exelon position peaked at $59.2K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.