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Bogart Wealth LLC’s Exelon EXC Stock Holding History

Bogart Wealth LLC’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 		$67.7K Buy
1,452
+98
+7% +$4.53K ﹤0.01% 478
2026
Q1 		$66.4K Buy
1,354
+63
+5% +$2.93K ﹤0.01% 442
2025
Q4 		$56.3K Sell
1,291
-12
-0.9% -$548 ﹤0.01% 441
2025
Q3 		$58.6K Buy
1,303
+1,077
+477% +$47.3K ﹤0.01% 422
2025
Q2 		$9.79K Buy
226
+9
+4% +$401 ﹤0.01% 801
2025
Q1 		$10K Buy
217
+33
+18% +$1.38K ﹤0.01% 755
2024
Q4 		$6.93K Hold
184
– – ﹤0.01% 817
2024
Q3 		$7.46K Hold
184
– – ﹤0.01% 755
2024
Q2 		$6.37K Hold
184
– – ﹤0.01% 740
2024
Q1 		$6.91K Hold
184
– – ﹤0.01% 702
2023
Q4 		$6.61K Hold
184
– – ﹤0.01% 698
2023
Q3 		$6.95K Hold
184
– – ﹤0.01% 661
2023
Q2 		$7.5K Hold
184
– – ﹤0.01% 634
2023
Q1 		$7.71K Hold
184
– – ﹤0.01% 639
2022
Q4 		$7.95K Hold
184
– – ﹤0.01% 592
2022
Q3 		$7K Hold
184
– – ﹤0.01% 627
2022
Q2 		$8K Buy
+184
New +$8.65K ﹤0.01% 572

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bogart Wealth LLC's EXC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Exelon (EXC) stake by 7.2% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,452 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Bogart Wealth LLC first reported a position in EXC in Q2 2022 and has held it in 17 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bogart Wealth LLC held 1,452 shares of Exelon worth $67.7K as of Q2 2026.
  • Bogart Wealth LLC bought 98 Exelon shares in Q2 2026, an estimated $4.53K.
  • Exelon made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #478 holding.
  • Bogart Wealth LLC first reported a position in Exelon in Q2 2022 and has held it in 17 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.