Destiny Wealth Partners’s Exelon EXC Stock Holding History

Destiny 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	–	Sell	-1,066	Closed	-$52.3K	–	448
2026 Q1	$52.3K	Buy	+1,066	New	+$49.6K	0.01%	431
2023 Q3	–	Sell	-5,225	Closed	-$222K	–	168
2023 Q2	$222K	Buy	+5,225	New	+$216K	0.04%	154
2023 Q1	–	Sell	-1,056	Closed	-$45.7K	–	325
2022 Q4	$45.7K	Sell	1,056 -6,696	-86%	-$265K	0.01%	305
2022 Q3	$290K	Buy	7,752 +1,866	+32%	+$82.5K	0.07%	140
2022 Q2	$267K	Buy	5,886 +2,715	+86%	+$128K	0.06%	130
2022 Q1	$151K	Sell	3,171 -62	-2%	-$2.63K	0.03%	179
2021 Q4	$133K	Buy	3,233 +84	+3%	+$3.16K	0.03%	209
2021 Q3	$109K	Buy	+3,149	New	+$108K	0.02%	209
2021 Q2	–	Sell	-1,481	Closed	-$46K	–	287
2021 Q1	$46K	Hold	1,481	–	–	0.01%	276
2020 Q4	$45K	Buy	+1,481	New	+$43.7K	0.01%	295

Other funds holding EXC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Exelon (EXC) in Q2 2026, closing a stake of 1,066 shares — an estimated $52.3K sold.

Destiny Wealth Partners first reported a position in EXC in Q4 2020 and held it in 10 quarters. The position peaked at $290K in Q3 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Destiny Wealth Partners reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,066 Exelon shares in Q2 2026, an estimated $52.3K.
Destiny Wealth Partners first reported a position in Exelon in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Exelon position peaked at $290K in Q3 2022.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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