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Dogwood Wealth Management’s Exelon EXC Stock Holding History

Dogwood Wealth Management’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 		$11K Buy
236
+62
+36% +$2.87K ﹤0.01% 370
2026
Q1 		$8.53K Buy
174
+42
+32% +$1.95K ﹤0.01% 373
2025
Q4 		$5.75K Sell
132
-2
-1% -$91 ﹤0.01% 396
2025
Q3 		$6.03K Buy
134
+4
+3% +$176 ﹤0.01% 363
2025
Q2 		$5.59K Buy
130
+92
+242% +$4.1K ﹤0.01% 410
2025
Q1 		$1.75K Buy
+38
New +$1.59K ﹤0.01% 361
2024
Q3 		– Hold
0
– – – 323
2024
Q2 		– Hold
0
– – – 385
2024
Q1 		– Hold
0
– – – 387
2023
Q4 		– Hold
0
– – – 332

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Dogwood Wealth Management's EXC Position: Q2 2026 in Review

Dogwood Wealth Management increased its Exelon (EXC) stake by 36% in Q2 2026, buying an estimated $2.87K and bringing the position to 236 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Dogwood Wealth Management first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Dogwood Wealth Management held 236 shares of Exelon worth $11K as of Q2 2026.
  • Dogwood Wealth Management bought 62 Exelon shares in Q2 2026, an estimated $2.87K.
  • Exelon made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Dogwood Wealth Management first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.