BSW Wealth Partners’s Exelon EXC Stock Holding History

BSW Wealth Partners’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	-4,945	Closed	-$242K	–	338
2026 Q1	$242K	Buy	4,945 +140	+3%	+$6.51K	0.03%	276
2025 Q4	$209K	Buy	+4,805	New	+$219K	0.03%	308

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

BSW Wealth Partners's EXC Position: Q2 2026 in Review

BSW Wealth Partners sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,945 shares — an estimated $242K sold.

BSW Wealth Partners first reported a position in EXC in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

BSW Wealth Partners reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
BSW Wealth Partners sold 4,945 Exelon shares in Q2 2026, an estimated $242K.
BSW Wealth Partners first reported a position in Exelon in Q4 2025 and held it in 2 quarters.
BSW Wealth Partners's Exelon position peaked at $242K in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.