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 Q2	$19.9K	Buy	428 +417	+3,791%	+$19.3K	﹤0.01%	447
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 $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

Evermay Wealth Management's EXC Position: Q2 2026 in Review

Evermay Wealth Management increased its Exelon (EXC) stake by 3,791% in Q2 2026, buying an estimated $19.3K and bringing the position to 428 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Evermay Wealth Management first reported a position in EXC in Q2 2021 and has held it in 13 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Evermay Wealth Management held 428 shares of Exelon worth $19.9K as of Q2 2026.
Evermay Wealth Management bought 417 Exelon shares in Q2 2026, an estimated $19.3K.
Exelon made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #447 holding.
Evermay Wealth Management first reported a position in Exelon in Q2 2021 and has held it in 13 quarters since.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.