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Ethos Financial Group’s Exelon EXC Stock Holding History

Ethos Financial Group’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 		$212K Buy
+4,547
New +$210K 0.01% 566
2025
Q4 		– Sell
-4,601
Closed -$207K – 544
2025
Q3 		$207K Buy
+4,601
New +$202K 0.02% 442
2025
Q2 		– Sell
-4,601
Closed -$212K – 491
2025
Q1 		$212K Buy
+4,601
New +$192K 0.02% 374

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

Ethos Financial Group's EXC Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Exelon (EXC) in Q2 2026: 4,547 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in EXC as recently as Q3 2025.

Ethos Financial Group first reported a position in EXC in Q1 2025 and has held it in 3 quarters since. The position peaked at $212K in Q1 2025. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ethos Financial Group held 4,547 shares of Exelon worth $212K as of Q2 2026.
  • Exelon was a new Ethos Financial Group position in Q2 2026.
  • Exelon made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #566 holding.
  • Ethos Financial Group first reported a position in Exelon in Q1 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's Exelon position peaked at $212K in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.