Evermay Wealth Management’s Exelon EXC Stock Holding History

Evermay Wealth Management’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	$526	Hold	11	–	–	﹤0.01%	573
2025 Q4	$464	Hold	11	–	–	﹤0.01%	546
2025 Q3	$475	Buy	11 +1	+10%	+$44	﹤0.01%	524
2025 Q2	$454	Hold	10	–	–	﹤0.01%	537
2025 Q1	$478	Hold	10	–	–	﹤0.01%	546
2024 Q4	$387	Buy	+10	New	+$388	﹤0.01%	543
2024 Q1	–	Sell	-10	Closed	-$359	–	653
2023 Q4	$359	Buy	+10	New	+$385	﹤0.01%	611
2022 Q3	–	Sell	-9	Closed	–	–	523
2022 Q2	$0	Hold	9	–	–	﹤0.01%	531
2022 Q1	$0	Sell	9 -4	-31%	-$169	﹤0.01%	543
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	487
2021 Q3	$0	Hold	13	–	–	﹤0.01%	482
2021 Q2	$0	Buy	+13	New	+$418	﹤0.01%	507

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Evermay Wealth Management's EXC Position: Q1 2026 in Review

Evermay Wealth Management held its Exelon (EXC) position steady in Q1 2026 at 11 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Evermay Wealth Management first reported a position in EXC in Q2 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Evermay Wealth Management held 11 shares of Exelon worth $526 as of Q1 2026.
Evermay Wealth Management left its Exelon share count unchanged in Q1 2026.
Exelon made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #573 holding.
Evermay Wealth Management first reported a position in Exelon in Q2 2021 and has held it in 12 quarters since.
Evermay Wealth Management's Exelon position peaked at $1K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.