Elevated Capital Advisors’s Exelon EXC Stock Holding History

Elevated Capital Advisors’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	$352K	Sell	7,543 -7,637	-50%	-$353K	0.1%	177
2026 Q1	$744K	Sell	15,180 -4,320	-22%	-$201K	0.19%	130
2025 Q4	$850K	Buy	19,500 +607	+3%	+$27.7K	0.2%	132
2025 Q3	$850K	Sell	18,893 -3,053	-14%	-$134K	0.21%	128
2025 Q2	$1.01M	Hold	21,946	–	–	0.28%	95
2025 Q1	$1.01M	Buy	21,946 +191	+0.9%	+$7.98K	0.28%	95
2024 Q4	$819K	Sell	21,755 -134	-0.6%	-$5.2K	0.22%	134
2024 Q3	$888K	Sell	21,889 -445	-2%	-$16.7K	0.24%	128
2024 Q2	$773K	Buy	+22,334	New	+$824K	0.22%	126

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

Elevated Capital Advisors's EXC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Exelon (EXC) stake by 50% in Q2 2026, selling an estimated $353K and leaving 7,543 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #177.

Elevated Capital Advisors first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q2 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Elevated Capital Advisors held 7,543 shares of Exelon worth $352K as of Q2 2026.
Elevated Capital Advisors sold 7,637 Exelon shares in Q2 2026, an estimated $353K.
Exelon made up 0.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #177 holding.
Elevated Capital Advisors first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Exelon position peaked at $1.01M in Q2 2025.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.