Dynamic Wealth Strategies’s Exelon EXC Stock Holding History

Dynamic Wealth Strategies’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	$13.7K	Hold	279	–	–	0.01%	213
2025 Q4	$12.2K	Hold	279	–	–	0.01%	200
2025 Q3	$12.6K	Hold	279	–	–	0.01%	195
2025 Q2	$12.1K	Hold	279	–	–	0.01%	188
2025 Q1	$12.9K	Buy	+279	New	+$11.7K	0.01%	186
2024 Q4	–	Sell	-779	Closed	-$32K	–	123
2024 Q3	$32K	Sell	779 -287	-27%	-$10.8K	0.03%	155
2024 Q2	$37K	Hold	1,066	–	–	0.03%	132
2024 Q1	$40K	Sell	1,066 -427	-29%	-$15.3K	0.03%	132
2023 Q4	$53.6K	Buy	+1,493	New	+$57.5K	0.05%	116

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

Dynamic Wealth Strategies's EXC Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Exelon (EXC) position steady in Q1 2026 at 279 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #213.

Dynamic Wealth Strategies first reported a position in EXC in Q4 2023 and has held it in 9 quarters since. The position peaked at $53.6K in Q4 2023. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Dynamic Wealth Strategies held 279 shares of Exelon worth $13.7K as of Q1 2026.
Dynamic Wealth Strategies left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #213 holding.
Dynamic Wealth Strategies first reported a position in Exelon in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Exelon position peaked at $53.6K in Q4 2023.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.