DWS
EXC icon

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
Q2 		– Sell
-279
Closed -$13.7K – 293
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dynamic Wealth Strategies's EXC Position: Q2 2026 in Review

Dynamic Wealth Strategies sold out of Exelon (EXC) in Q2 2026, closing a stake of 279 shares — an estimated $13.7K sold.

Dynamic Wealth Strategies first reported a position in EXC in Q4 2023 and held it in 9 quarters. The position peaked at $53.6K in Q4 2023. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Dynamic Wealth Strategies reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 279 Exelon shares in Q2 2026, an estimated $13.7K.
  • Dynamic Wealth Strategies first reported a position in Exelon in Q4 2023 and held it in 9 quarters.
  • Dynamic Wealth Strategies's Exelon position peaked at $53.6K in Q4 2023.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.