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Evergreen Wealth Solutions’s Exelon EXC Stock Holding History

Evergreen Wealth 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
Q1 		$555K Sell
11,332
-459
-4% -$21.4K 0.04% 231
2025
Q4 		$514K Buy
11,791
+329
+3% +$15K 0.07% 122
2025
Q3 		$516K Sell
11,462
-354
-3% -$15.5K 0.29% 59
2025
Q2 		$513K Sell
11,816
-501
-4% -$22.3K 0.31% 61
2025
Q1 		$568K Buy
12,317
+4,033
+49% +$169K 0.38% 46
2024
Q4 		$312K Buy
+8,284
New +$321K 0.22% 76

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

Evergreen Wealth Solutions's EXC Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Exelon (EXC) stake by 3.9% in Q1 2026, selling an estimated $21.4K and leaving 11,332 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #231.

Evergreen Wealth Solutions first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $568K in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Evergreen Wealth Solutions held 11,332 shares of Exelon worth $555K as of Q1 2026.
  • Evergreen Wealth Solutions sold 459 Exelon shares in Q1 2026, an estimated $21.4K.
  • Exelon made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #231 holding.
  • Evergreen Wealth Solutions first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • Evergreen Wealth Solutions's Exelon position peaked at $568K in Q1 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.