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Biltmore Wealth Management’s Exelon EXC Stock Holding History

Biltmore 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 		– Sell
-4,815
Closed -$236K – 60
2026
Q1 		$236K Buy
4,815
+40
+0.8% +$1.86K 0.08% 58
2025
Q4 		$208K Buy
4,775
+43
+0.9% +$1.96K 0.08% 58
2025
Q3 		$213K Buy
4,732
+44
+0.9% +$1.93K 0.08% 58
2025
Q2 		$204K Buy
4,688
+43
+0.9% +$1.92K 0.08% 58
2025
Q1 		$214K Buy
+4,645
New +$194K 0.09% 56

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

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

Biltmore Wealth Management sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,815 shares — an estimated $236K sold.

Biltmore Wealth Management first reported a position in EXC in Q1 2025 and held it in 5 quarters. The position peaked at $236K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Biltmore Wealth Management reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Biltmore Wealth Management sold 4,815 Exelon shares in Q2 2026, an estimated $236K.
  • Biltmore Wealth Management first reported a position in Exelon in Q1 2025 and held it in 5 quarters.
  • Biltmore Wealth Management's Exelon position peaked at $236K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.