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Ellevest Inc’s Exelon EXC Stock Holding History

Ellevest Inc’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 		$674K Sell
14,465
-658
-4% -$30.4K 0.08% 184
2026
Q1 		$741K Buy
15,123
+3,604
+31% +$168K 0.1% 144
2025
Q4 		$502K Sell
11,519
-217
-2% -$9.9K 0.07% 223
2025
Q3 		$528K Buy
+11,736
New +$515K 0.08% 212
2020
Q3 		– Sell
-31
Closed -$1K – 1182
2020
Q2 		$1K Buy
+31
New +$823 ﹤0.01% 990
2020
Q1 		– Sell
-67
Closed -$2K – 1142
2019
Q4 		$2K Sell
67
-10
-13% -$324 ﹤0.01% 677
2019
Q3 		$3K Buy
+77
New +$2.58K ﹤0.01% 301

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

Ellevest Inc's EXC Position: Q2 2026 in Review

Ellevest Inc reduced its Exelon (EXC) stake by 4.4% in Q2 2026, selling an estimated $30.4K and leaving 14,465 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #184.

Ellevest Inc first reported a position in EXC in Q3 2019 and has held it in 7 quarters since. The position peaked at $741K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ellevest Inc held 14,465 shares of Exelon worth $674K as of Q2 2026.
  • Ellevest Inc sold 658 Exelon shares in Q2 2026, an estimated $30.4K.
  • Exelon made up 0.08% of Ellevest Inc's portfolio in Q2 2026, its #184 holding.
  • Ellevest Inc first reported a position in Exelon in Q3 2019 and has held it in 7 quarters since.
  • Ellevest Inc's Exelon position peaked at $741K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.