Everhart Financial Group’s Exelon EXC Stock Holding History

Everhart 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	–	Sell	-4,537	Closed	-$222K	–	493
2026 Q1	$222K	Buy	+4,537	New	+$211K	0.02%	427

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

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

Everhart Financial Group sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,537 shares — an estimated $222K sold.

Everhart Financial Group first reported a position in EXC in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Everhart Financial Group reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Everhart Financial Group sold 4,537 Exelon shares in Q2 2026, an estimated $222K.
Everhart Financial Group first reported a position in Exelon in Q1 2026 and held it in 1 quarter.
Everhart Financial Group's Exelon position peaked at $222K in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.