BEI
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Benjamin Edwards Inc’s Exelon EXC Stock Holding History

Benjamin Edwards Inc’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 		$347K Buy
7,442
+90
+1% +$4.16K ﹤0.01% 1175
2026
Q1 		$360K Sell
7,352
-8,448
-53% -$393K ﹤0.01% 1101
2025
Q4 		$689K Buy
15,800
+2,651
+20% +$121K 0.01% 844
2025
Q3 		$592K Buy
+13,149
New +$577K 0.01% 881
2025
Q1 		– Sell
-16,273
Closed -$613K – 1103
2024
Q4 		$613K Sell
16,273
-1,308
-7% -$50.7K 0.01% 766
2024
Q3 		$714K Buy
17,581
+2,741
+18% +$103K 0.01% 691
2024
Q2 		$514K Buy
14,840
+863
+6% +$31.9K 0.1% 213
2024
Q1 		$525K Sell
13,977
-4,216
-23% -$151K 0.1% 213
2023
Q4 		$653K Sell
18,193
-27,859
-60% -$1.07M 0.14% 167
2023
Q3 		$1.74M Sell
46,052
-1,374
-3% -$56K 0.41% 69
2023
Q2 		$1.93M Buy
47,426
+15,809
+50% +$654K 0.45% 64
2023
Q1 		$1.32M Sell
31,617
-2,545
-7% -$106K 0.32% 89
2022
Q4 		$1.48M Buy
34,162
+16,517
+94% +$653K 0.39% 76
2022
Q3 		$661K Buy
17,645
+2,570
+17% +$114K 0.2% 138
2022
Q2 		$683K Buy
15,075
+5,207
+53% +$245K 0.2% 138
2022
Q1 		$470K Buy
9,868
+5,149
+109% +$218K 0.14% 175
2021
Q4 		$194K Buy
+4,719
New +$178K 0.06% 266

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

Benjamin Edwards Inc's EXC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Exelon (EXC) stake by 1.2% in Q2 2026, buying an estimated $4.16K and bringing the position to 7,442 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Benjamin Edwards Inc first reported a position in EXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.93M in Q2 2023. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Benjamin Edwards Inc held 7,442 shares of Exelon worth $347K as of Q2 2026.
  • Benjamin Edwards Inc bought 90 Exelon shares in Q2 2026, an estimated $4.16K.
  • Exelon made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1175 holding.
  • Benjamin Edwards Inc first reported a position in Exelon in Q4 2021 and has held it in 17 quarters since.
  • Benjamin Edwards Inc's Exelon position peaked at $1.93M in Q2 2023.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.