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Elevation Wealth Partners’s Exelon EXC Stock Holding History

Elevation Wealth Partners’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 		$27.7K Buy
594
+484
+440% +$22.4K 0.01% 480
2026
Q1 		$5.39K Buy
110
+5
+5% +$233 ﹤0.01% 689
2025
Q4 		$4.58K Buy
105
+41
+64% +$1.87K ﹤0.01% 646
2025
Q3 		$2.88K Buy
+64
New +$2.81K ﹤0.01% 581

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

Elevation Wealth Partners's EXC Position: Q2 2026 in Review

Elevation Wealth Partners increased its Exelon (EXC) stake by 440% in Q2 2026, buying an estimated $22.4K and bringing the position to 594 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #480.

Elevation Wealth Partners first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Elevation Wealth Partners held 594 shares of Exelon worth $27.7K as of Q2 2026.
  • Elevation Wealth Partners bought 484 Exelon shares in Q2 2026, an estimated $22.4K.
  • Exelon made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #480 holding.
  • Elevation Wealth Partners first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.