BIP Wealth’s Exelon EXC Stock Holding History

BIP Wealth’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	$263K	Buy	5,637 +267	+5%	+$12.4K	0.01%	486
2026 Q1	$263K	Buy	+5,370	New	+$250K	0.01%	403

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

BIP Wealth's EXC Position: Q2 2026 in Review

BIP Wealth increased its Exelon (EXC) stake by 5% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,637 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #486.

BIP Wealth first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $263K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

BIP Wealth held 5,637 shares of Exelon worth $263K as of Q2 2026.
BIP Wealth bought 267 Exelon shares in Q2 2026, an estimated $12.4K.
Exelon made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #486 holding.
BIP Wealth first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
BIP Wealth's Exelon position peaked at $263K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.