Eagle Bluffs Wealth Management’s Exelon EXC Stock Holding History

Eagle Bluffs 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	$227K	Sell	4,866 -75	-2%	-$3.47K	0.08%	82
2026 Q1	$242K	Buy	+4,941	New	+$230K	0.09%	75
2025 Q4	–	Sell	-4,543	Closed	-$204K	–	81
2025 Q3	$204K	Buy	+4,543	New	+$200K	0.09%	76
2025 Q2	–	Sell	-4,514	Closed	-$208K	–	76
2025 Q1	$208K	Buy	+4,514	New	+$189K	0.11%	75
2023 Q3	–	Sell	-5,005	Closed	-$204K	–	66
2023 Q2	$204K	Hold	5,005	–	–	0.16%	66
2023 Q1	$210K	Hold	5,005	–	–	0.17%	65
2022 Q4	$216K	Buy	+5,005	New	+$198K	0.23%	61
2022 Q3	–	Sell	-5,333	Closed	-$242K	–	59
2022 Q2	$242K	Sell	5,333 -1,039	-16%	-$48.8K	0.26%	60
2022 Q1	$303K	Sell	6,372 -5,904	-48%	-$250K	0.29%	59
2021 Q4	$506K	Buy	+12,276	New	+$462K	0.53%	46

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Eagle Bluffs Wealth Management's EXC Position: Q2 2026 in Review

Eagle Bluffs Wealth Management reduced its Exelon (EXC) stake by 1.5% in Q2 2026, selling an estimated $3.47K and leaving 4,866 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #82.

Eagle Bluffs Wealth Management first reported a position in EXC in Q4 2021 and has held it in 10 quarters since. The position peaked at $506K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Eagle Bluffs Wealth Management held 4,866 shares of Exelon worth $227K as of Q2 2026.
Eagle Bluffs Wealth Management sold 75 Exelon shares in Q2 2026, an estimated $3.47K.
Exelon made up 0.08% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #82 holding.
Eagle Bluffs Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 10 quarters since.
Eagle Bluffs Wealth Management's Exelon position peaked at $506K in Q4 2021.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.