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Drive Wealth Management’s Exelon EXC Stock Holding History

Drive 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 		$209K Sell
4,488
-584
-12% -$27K 0.04% 419
2026
Q1 		$249K Buy
5,072
+128
+3% +$5.95K 0.05% 295
2025
Q4 		$216K Buy
4,944
+244
+5% +$11.1K 0.04% 347
2025
Q3 		$212K Buy
+4,700
New +$206K 0.04% 326

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

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

Drive Wealth Management reduced its Exelon (EXC) stake by 12% in Q2 2026, selling an estimated $27K and leaving 4,488 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #419.

Drive Wealth Management first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Drive Wealth Management held 4,488 shares of Exelon worth $209K as of Q2 2026.
  • Drive Wealth Management sold 584 Exelon shares in Q2 2026, an estimated $27K.
  • Exelon made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Drive Wealth Management first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Drive Wealth Management's Exelon position peaked at $249K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.