Carolina Wealth Advisors’s Exelon EXC Stock Holding History

Carolina Wealth Advisors’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	$6.99K	Hold	150	–	–	﹤0.01%	214
2026 Q1	$7.35K	Hold	150	–	–	﹤0.01%	199
2025 Q4	$6.54K	Hold	150	–	–	﹤0.01%	193
2025 Q3	$6.75K	Hold	150	–	–	﹤0.01%	182
2025 Q2	$6.51K	Hold	150	–	–	﹤0.01%	171
2025 Q1	$6.91K	Hold	150	–	–	﹤0.01%	163
2024 Q4	$5.65K	Hold	150	–	–	﹤0.01%	189
2024 Q3	$6.08K	Hold	150	–	–	﹤0.01%	210
2024 Q2	$5.19K	Hold	150	–	–	﹤0.01%	166
2024 Q1	$5.63K	Buy	+150	New	+$5.36K	﹤0.01%	167

Other funds holding EXC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Carolina Wealth Advisors's EXC Position: Q2 2026 in Review

Carolina Wealth Advisors held its Exelon (EXC) position steady in Q2 2026 at 150 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Carolina Wealth Advisors first reported a position in EXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.35K in Q1 2026. 226 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Carolina Wealth Advisors held 150 shares of Exelon worth $6.99K as of Q2 2026.
Carolina Wealth Advisors left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #214 holding.
Carolina Wealth Advisors first reported a position in Exelon in Q1 2024 and has held it in 10 quarters since.
Carolina Wealth Advisors's Exelon position peaked at $7.35K in Q1 2026.
226 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.