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Curio Wealth’s Exelon EXC Stock Holding History

Curio Wealth’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 		– Sell
-100
Closed -$4.9K – 419
2026
Q1 		$4.9K Buy
100
+7
+8% +$326 ﹤0.01% 266
2025
Q4 		$4.05K Hold
93
– – ﹤0.01% 310
2025
Q3 		$4.19K Hold
93
– – ﹤0.01% 220
2025
Q2 		$4.04K Buy
93
+92
+9,200% +$4.1K ﹤0.01% 247
2025
Q1 		$3.5K Sell
1
-150
-99% -$6.27K ﹤0.01% 283
2024
Q4 		$5.68K Buy
+151
New +$5.86K ﹤0.01% 236

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

Curio Wealth's EXC Position: Q2 2026 in Review

Curio Wealth sold out of Exelon (EXC) in Q2 2026, closing a stake of 100 shares — an estimated $4.9K sold.

Curio Wealth first reported a position in EXC in Q4 2024 and held it in 6 quarters. The position peaked at $5.68K in Q4 2024. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Curio Wealth reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 100 Exelon shares in Q2 2026, an estimated $4.9K.
  • Curio Wealth first reported a position in Exelon in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Exelon position peaked at $5.68K in Q4 2024.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.