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 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 $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

Eagle Bluffs Wealth Management's EXC Position: Q1 2026 in Review

Eagle Bluffs Wealth Management opened a new position in Exelon (EXC) in Q1 2026: 4,941 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #75 among its holdings. This is a return to the name: Eagle Bluffs Wealth Management previously reported a position in EXC as recently as Q3 2025.

Eagle Bluffs Wealth Management first reported a position in EXC in Q4 2021 and has held it in 9 quarters since. The position peaked at $506K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Eagle Bluffs Wealth Management held 4,941 shares of Exelon worth $242K as of Q1 2026.
Exelon was a new Eagle Bluffs Wealth Management position in Q1 2026.
Exelon made up 0.09% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #75 holding.
Eagle Bluffs Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 9 quarters since.
Eagle Bluffs Wealth Management's Exelon position peaked at $506K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.