Etesian Wealth Advisors’s Exelon EXC Stock Holding History

Etesian 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 Q2	$1.04M	Sell	22,379 -1,120	-5%	-$51.8K	0.31%	68
2026 Q1	$1.15M	Sell	23,499 -4,720	-17%	-$220K	0.37%	65
2025 Q4	$1.23M	Sell	28,219 -1,445	-5%	-$65.9K	0.39%	63
2025 Q3	$1.34M	Sell	29,664 -3,249	-10%	-$143K	0.44%	60
2025 Q2	$1.43M	Sell	32,913 -2,611	-7%	-$116K	0.53%	51
2025 Q1	$1.64M	Sell	35,524 -1,343	-4%	-$56.1K	0.71%	42
2024 Q4	$1.39M	Sell	36,867 -1,837	-5%	-$71.3K	0.61%	48
2024 Q3	$1.57M	Sell	38,704 -1,532	-4%	-$57.6K	0.71%	39
2024 Q2	$1.39M	Sell	40,236 -678	-2%	-$25K	0.78%	38
2024 Q1	$1.54M	Buy	40,914 +1,415	+4%	+$50.6K	0.88%	35
2023 Q4	$1.42M	Sell	39,499 -1,092	-3%	-$42.1K	0.85%	39
2023 Q3	$1.53M	Sell	40,591 -905	-2%	-$36.9K	1.03%	32
2023 Q2	$1.69M	Buy	41,496 +557	+1%	+$23K	1.1%	30
2023 Q1	$1.71M	Buy	40,939 +245	+0.6%	+$10.2K	1.14%	30
2022 Q4	$1.76M	Buy	+40,694	New	+$1.61M	1.28%	29

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

Etesian Wealth Advisors's EXC Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Exelon (EXC) stake by 4.8% in Q2 2026, selling an estimated $51.8K and leaving 22,379 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #68.

Etesian Wealth Advisors first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Etesian Wealth Advisors held 22,379 shares of Exelon worth $1.04M as of Q2 2026.
Etesian Wealth Advisors sold 1,120 Exelon shares in Q2 2026, an estimated $51.8K.
Exelon made up 0.31% of Etesian Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Etesian Wealth Advisors first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's Exelon position peaked at $1.76M in Q4 2022.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.