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Eagle Wealth Strategies’s Exelon EXC Stock Holding History

Eagle 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 		$273K Buy
5,865
+7
+0.1% +$324 0.1% 89
2026
Q1 		$287K Sell
5,858
-146
-2% -$6.79K 0.13% 81
2025
Q4 		$262K Buy
6,004
+9
+0.2% +$411 0.12% 89
2025
Q3 		$270K Buy
5,995
+973
+19% +$42.7K 0.13% 86
2025
Q2 		$218K Buy
5,022
+56
+1% +$2.49K 0.12% 92
2025
Q1 		$229K Buy
+4,966
New +$208K 0.14% 81
2024
Q4 		– Sell
-5,106
Closed -$207K – 109
2024
Q3 		$207K Buy
+5,106
New +$192K 0.15% 99

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

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

Eagle Wealth Strategies increased its Exelon (EXC) stake by 0.12% in Q2 2026, buying an estimated $324 and bringing the position to 5,865 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #89.

Eagle Wealth Strategies first reported a position in EXC in Q3 2024 and has held it in 7 quarters since. The position peaked at $287K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Eagle Wealth Strategies held 5,865 shares of Exelon worth $273K as of Q2 2026.
  • Eagle Wealth Strategies bought 7 Exelon shares in Q2 2026, an estimated $324.
  • Exelon made up 0.1% of Eagle Wealth Strategies's portfolio in Q2 2026, its #89 holding.
  • Eagle Wealth Strategies first reported a position in Exelon in Q3 2024 and has held it in 7 quarters since.
  • Eagle Wealth Strategies's Exelon position peaked at $287K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.