Bedel Financial Consulting’s Exelon EXC Stock Holding History

Bedel Financial Consulting’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	$231K	Buy	4,952 +33	+0.7%	+$1.53K	0.02%	282
2026 Q1	$241K	Buy	4,919 +30	+0.6%	+$1.4K	0.03%	264
2025 Q4	$213K	Buy	+4,889	New	+$223K	0.02%	275
2022 Q2	–	Sell	-1,055	Closed	-$50K	–	408
2022 Q1	$50K	Sell	1,055 -500	-32%	-$21.2K	0.02%	387
2021 Q4	$64K	Buy	1,555 +76	+5%	+$2.86K	0.02%	352
2021 Q3	$51K	Hold	1,479	–	–	0.02%	374
2021 Q2	$47K	Hold	1,479	–	–	0.02%	384
2021 Q1	$46K	Hold	1,479	–	–	0.02%	372
2020 Q4	$45K	Hold	1,479	–	–	0.02%	329
2020 Q3	$38K	Hold	1,479	–	–	0.02%	337
2020 Q2	$38K	Hold	1,479	–	–	0.02%	310
2020 Q1	$39K	Hold	1,479	–	–	0.03%	296
2019 Q4	$48K	Hold	1,479	–	–	0.03%	293
2019 Q3	$51K	Hold	1,479	–	–	0.03%	282
2019 Q2	$51K	Hold	1,479	–	–	0.03%	278
2019 Q1	$53K	Hold	1,479	–	–	0.03%	267
2018 Q4	$48K	Hold	1,479	–	–	0.03%	254
2018 Q3	$45K	Hold	1,479	–	–	0.03%	283
2018 Q2	$45K	Hold	1,479	–	–	0.03%	277
2018 Q1	$41K	Buy	+1,479	New	+$39.9K	0.03%	288

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

Bedel Financial Consulting's EXC Position: Q2 2026 in Review

Bedel Financial Consulting increased its Exelon (EXC) stake by 0.67% in Q2 2026, buying an estimated $1.53K and bringing the position to 4,952 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #282.

Bedel Financial Consulting first reported a position in EXC in Q1 2018 and has held it in 20 quarters since. The position peaked at $241K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Bedel Financial Consulting held 4,952 shares of Exelon worth $231K as of Q2 2026.
Bedel Financial Consulting bought 33 Exelon shares in Q2 2026, an estimated $1.53K.
Exelon made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #282 holding.
Bedel Financial Consulting first reported a position in Exelon in Q1 2018 and has held it in 20 quarters since.
Bedel Financial Consulting's Exelon position peaked at $241K in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.