CWP
EXC icon

Clark Wealth Partners’s Exelon EXC Stock Holding History

Clark 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 		$2.98K Buy
64
+14
+28% +$648 ﹤0.01% 377
2026
Q1 		$2.45K Sell
50
-35
-41% -$1.63K ﹤0.01% 425
2025
Q4 		$3.71K Hold
85
– – ﹤0.01% 369
2025
Q3 		$3.71K Buy
85
+35
+70% +$1.54K ﹤0.01% 369
2025
Q2 		$2.17K Hold
50
– – ﹤0.01% 373
2025
Q1 		$2.3K Buy
50
+42
+525% +$1.76K ﹤0.01% 355
2024
Q4 		$301 Buy
+8
New +$310 ﹤0.01% 496

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clark Wealth Partners increased its Exelon (EXC) stake by 28% in Q2 2026, buying an estimated $648 and bringing the position to 64 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Clark Wealth Partners first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71K in Q4 2025. 1,230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Clark Wealth Partners held 64 shares of Exelon worth $2.98K as of Q2 2026.
  • Clark Wealth Partners bought 14 Exelon shares in Q2 2026, an estimated $648.
  • Exelon made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #377 holding.
  • Clark Wealth Partners first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Exelon position peaked at $3.71K in Q4 2025.
  • 1,230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.