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Cornerstone Wealth Group’s Exelon EXC Stock Holding History

Cornerstone Wealth Group’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 		$287K Buy
6,153
+1,278
+26% +$59.1K 0.02% 369
2026
Q1 		$226K Buy
+4,875
New +$227K 0.01% 403

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Cornerstone Wealth Group's EXC Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Exelon (EXC) stake by 26% in Q2 2026, buying an estimated $59.1K and bringing the position to 6,153 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #369.

Cornerstone Wealth Group first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cornerstone Wealth Group held 6,153 shares of Exelon worth $287K as of Q2 2026.
  • Cornerstone Wealth Group bought 1,278 Exelon shares in Q2 2026, an estimated $59.1K.
  • Exelon made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #369 holding.
  • Cornerstone Wealth Group first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.