Bullock Wealth Management’s Exelon EXC Stock Holding History

Bullock Wealth Management’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	–	Sell	-27	Closed	-$1.18K	–	633
2025 Q4	$1.18K	Buy	+27	New	+$1.23K	﹤0.01%	556

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bullock Wealth Management's EXC Position: Q1 2026 in Review

Bullock Wealth Management sold out of Exelon (EXC) in Q1 2026, closing a stake of 27 shares — an estimated $1.18K sold.

Bullock Wealth Management first reported a position in EXC in Q4 2025 and held it in 1 quarter. The position peaked at $1.18K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Bullock Wealth Management reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Bullock Wealth Management sold 27 Exelon shares in Q1 2026, an estimated $1.18K.
Bullock Wealth Management first reported a position in Exelon in Q4 2025 and held it in 1 quarter.
Bullock Wealth Management's Exelon position peaked at $1.18K in Q4 2025.
1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.