Concord Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Other funds holding EXC
Concord Wealth Partners's EXC Position: Q2 2026 in Review
Concord Wealth Partners opened a new position in Exelon (EXC) in Q2 2026: 600 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EXC as recently as Q4 2025.
Concord Wealth Partners first reported a position in EXC in Q4 2020 and has held it in 21 quarters since. The position peaked at $125K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Concord Wealth Partners held 600 shares of Exelon worth $28K as of Q2 2026.
- Exelon was a new Concord Wealth Partners position in Q2 2026.
- Exelon made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #443 holding.
- Concord Wealth Partners first reported a position in Exelon in Q4 2020 and has held it in 21 quarters since.
- Concord Wealth Partners's Exelon position peaked at $125K in Q4 2021.
- 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.