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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bogart Wealth LLC's EXC Position: Q1 2026 in Review

Bogart Wealth LLC increased its Exelon (EXC) stake by 4.9% in Q1 2026, buying an estimated $2.93K and bringing the position to 1,354 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Bogart Wealth LLC first reported a position in EXC in Q2 2022 and has held it in 16 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Bogart Wealth LLC held 1,354 shares of Exelon worth $66.4K as of Q1 2026.
Bogart Wealth LLC bought 63 Exelon shares in Q1 2026, an estimated $2.93K.
Exelon made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #442 holding.
Bogart Wealth LLC first reported a position in Exelon in Q2 2022 and has held it in 16 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.