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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Destiny Wealth Partners's EXC Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Exelon (EXC) in Q1 2026: 1,066 shares worth $52.3K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in EXC as recently as Q2 2023.

Destiny Wealth Partners first reported a position in EXC in Q4 2020 and has held it in 10 quarters since. The position peaked at $290K in Q3 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Destiny Wealth Partners held 1,066 shares of Exelon worth $52.3K as of Q1 2026.
Exelon was a new Destiny Wealth Partners position in Q1 2026.
Exelon made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #431 holding.
Destiny Wealth Partners first reported a position in Exelon in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's Exelon position peaked at $290K in Q3 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.