BOK Financial Private Wealth’s Exelon EXC Stock Holding History

BOK Financial Private 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	$3.4K	Buy	+73	New	+$3.38K	﹤0.01%	548
2024 Q1	–	Sell	-108	Closed	-$3.89K	–	489
2023 Q4	$3.89K	Buy	+108	New	+$4.16K	﹤0.01%	412
2023 Q3	–	Sell	-900	Closed	-$36.7K	–	386
2023 Q2	$36.7K	Hold	900	–	–	﹤0.01%	248
2023 Q1	$37.7K	Hold	900	–	–	﹤0.01%	262
2022 Q4	$38.9K	Buy	+900	New	+$35.6K	﹤0.01%	246
2022 Q2	–	Sell	-4,624	Closed	-$220K	–	397
2022 Q1	$220K	Sell	4,624 -873	-16%	-$37K	0.02%	284
2021 Q4	$226K	Buy	+5,497	New	+$207K	0.02%	272

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BOK Financial Private Wealth's EXC Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Exelon (EXC) in Q2 2026: 73 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in EXC as recently as Q4 2023.

BOK Financial Private Wealth first reported a position in EXC in Q4 2021 and has held it in 7 quarters since. The position peaked at $226K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

BOK Financial Private Wealth held 73 shares of Exelon worth $3.4K as of Q2 2026.
Exelon was a new BOK Financial Private Wealth position in Q2 2026.
Exelon made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #548 holding.
BOK Financial Private Wealth first reported a position in Exelon in Q4 2021 and has held it in 7 quarters since.
BOK Financial Private Wealth's Exelon position peaked at $226K in Q4 2021.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.