Bay Harbor Wealth Management’s Exelon EXC Stock Holding History

Bay Harbor 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	$53.5K	Buy	1,147 +1,035	+924%	+$47.9K	0.01%	143
2026 Q1	$5.49K	Buy	112 +32	+40%	+$1.49K	﹤0.01%	325
2025 Q4	$3.49K	Buy	80 +28	+54%	+$1.28K	﹤0.01%	352
2025 Q3	$2.34K	Buy	52 +11	+27%	+$483	﹤0.01%	343
2025 Q2	$1.78K	Buy	41 +19	+86%	+$846	﹤0.01%	330
2025 Q1	$1.01K	Buy	+22	New	+$920	﹤0.01%	295
2021 Q1	–	Sell	-223	Closed	-$7K	–	283
2020 Q4	$7K	Hold	223	–	–	﹤0.01%	257
2020 Q3	$6K	Hold	223	–	–	﹤0.01%	246
2020 Q2	$6K	Hold	223	–	–	﹤0.01%	233
2020 Q1	$6K	Hold	223	–	–	﹤0.01%	222
2019 Q4	$7K	Sell	223 -1,096	-83%	-$35.5K	﹤0.01%	240
2019 Q3	$46K	Sell	1,319 -69	-5%	-$2.32K	0.03%	154
2019 Q2	$47K	Sell	1,388 -104	-7%	-$3.67K	0.03%	167
2019 Q1	$53K	Hold	1,492	–	–	0.04%	152
2018 Q4	$48K	Buy	+1,492	New	+$47.7K	0.04%	156

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bay Harbor Wealth Management's EXC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Exelon (EXC) stake by 924% in Q2 2026, buying an estimated $47.9K and bringing the position to 1,147 shares worth $53.5K. The position accounts for 0.01% of the portfolio, ranked #143.

Bay Harbor Wealth Management first reported a position in EXC in Q4 2018 and has held it in 15 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Bay Harbor Wealth Management held 1,147 shares of Exelon worth $53.5K as of Q2 2026.
Bay Harbor Wealth Management bought 1,035 Exelon shares in Q2 2026, an estimated $47.9K.
Exelon made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #143 holding.
Bay Harbor Wealth Management first reported a position in Exelon in Q4 2018 and has held it in 15 quarters since.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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