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EP Wealth Advisors’s Exelon EXC Stock Holding History

EP Wealth 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
Q1 		$638K Buy
13,009
+3,172
+32% +$148K ﹤0.01% 802
2025
Q4 		$429K Buy
+9,837
New +$449K ﹤0.01% 952
2025
Q2 		$528K Buy
12,149
+3,124
+35% +$139K ﹤0.01% 763
2025
Q1 		$416K Sell
9,025
-596
-6% -$24.9K ﹤0.01% 772
2024
Q4 		$362K Sell
9,621
-67
-0.7% -$2.6K ﹤0.01% 798
2024
Q3 		$393K Sell
9,688
-489
-5% -$18.4K ﹤0.01% 766
2024
Q2 		$352K Sell
10,177
-190
-2% -$7.01K ﹤0.01% 609
2024
Q1 		$390K Buy
10,367
+1,123
+12% +$40.1K ﹤0.01% 569
2023
Q4 		$332K Buy
9,244
+1,457
+19% +$56.1K ﹤0.01% 588
2023
Q3 		$294K Sell
7,787
-279
-3% -$11.4K ﹤0.01% 564
2023
Q2 		$325K Sell
8,066
-18,434
-70% -$762K ﹤0.01% 546
2023
Q1 		$3 Buy
+26,500
New +$1.1M ﹤0.01% 640

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

EP Wealth Advisors's EXC Position: Q1 2026 in Review

EP Wealth Advisors increased its Exelon (EXC) stake by 32% in Q1 2026, buying an estimated $148K and bringing the position to 13,009 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

EP Wealth Advisors first reported a position in EXC in Q1 2023 and has held it in 12 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • EP Wealth Advisors held 13,009 shares of Exelon worth $638K as of Q1 2026.
  • EP Wealth Advisors bought 3,172 Exelon shares in Q1 2026, an estimated $148K.
  • Exelon made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #802 holding.
  • EP Wealth Advisors first reported a position in Exelon in Q1 2023 and has held it in 12 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.