Cura Wealth Advisors’s Exelon EXC Stock Holding History

Cura 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 Q1	–	Sell	-4,885	Closed	-$213K	–	131
2025 Q4	$213K	Buy	+4,885	New	+$223K	0.08%	129

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cura Wealth Advisors's EXC Position: Q1 2026 in Review

Cura Wealth Advisors sold out of Exelon (EXC) in Q1 2026, closing a stake of 4,885 shares — an estimated $213K sold.

Cura Wealth Advisors first reported a position in EXC in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Cura Wealth Advisors reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Cura Wealth Advisors sold 4,885 Exelon shares in Q1 2026, an estimated $213K.
Cura Wealth Advisors first reported a position in Exelon in Q4 2025 and held it in 1 quarter.
Cura Wealth Advisors's Exelon position peaked at $213K in Q4 2025.
1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.