Envestnet Portfolio Solutions
EXC icon

Envestnet Portfolio Solutions’s Exelon EXC Stock Holding History

Envestnet Portfolio Solutions’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 		$14.4M Buy
308,405
+24,885
+9% +$1.15M 0.07% 169
2026
Q1 		$13.9M Sell
283,520
-7,551
-3% -$351K 0.08% 156
2025
Q4 		$12.7M Buy
291,071
+35,868
+14% +$1.64M 0.04% 206
2025
Q3 		$11.5M Buy
255,203
+221,532
+658% +$9.73M 0.04% 204
2025
Q2 		$1.46M Buy
33,671
+1,250
+4% +$55.7K 0.01% 664
2025
Q1 		$1.49M Sell
32,421
-9,942
-23% -$416K 0.01% 676
2024
Q4 		$1.59M Buy
42,363
+4,527
+12% +$176K 0.01% 750
2024
Q3 		$1.53M Buy
37,836
+8,053
+27% +$303K 0.01% 757
2024
Q2 		$1.03M Buy
29,783
+4,991
+20% +$184K ﹤0.01% 849
2024
Q1 		$931K Buy
24,792
+5,483
+28% +$196K ﹤0.01% 865
2023
Q4 		$693K Buy
19,309
+1,901
+11% +$73.2K ﹤0.01% 916
2023
Q3 		$658K Buy
+17,408
New +$709K ﹤0.01% 877

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's EXC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Exelon (EXC) stake by 8.8% in Q2 2026, buying an estimated $1.15M and bringing the position to 308,405 shares worth $14.4M. The position accounts for 0.07% of the portfolio, ranked #169.

Envestnet Portfolio Solutions first reported a position in EXC in Q3 2023 and has held it in 12 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Envestnet Portfolio Solutions held 308,405 shares of Exelon worth $14.4M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 24,885 Exelon shares in Q2 2026, an estimated $1.15M.
  • Exelon made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #169 holding.
  • Envestnet Portfolio Solutions first reported a position in Exelon in Q3 2023 and has held it in 12 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.