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Evoke Wealth’s Exelon EXC Stock Holding History

Evoke Wealth’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
-4,270
Closed -$209K – 210
2026
Q1 		$209K Buy
+4,270
New +$199K ﹤0.01% 656
2022
Q4 		– Sell
-2,552
Closed -$96K – 638
2022
Q3 		$96K Sell
2,552
-88
-3% -$3.89K ﹤0.01% 420
2022
Q2 		$120K Sell
2,640
-32
-1% -$1.5K ﹤0.01% 387
2022
Q1 		$127K Sell
2,672
-966
-27% -$40.9K ﹤0.01% 402
2021
Q4 		$150K Buy
3,638
+356
+11% +$13.4K ﹤0.01% 397
2021
Q3 		$113K Buy
3,282
+2,804
+587% +$95.8K ﹤0.01% 410
2021
Q2 		$15K Sell
478
-136
-22% -$4.38K ﹤0.01% 695
2021
Q1 		$19K Buy
614
+133
+28% +$4K ﹤0.01% 598
2020
Q4 		$15K Buy
481
+107
+29% +$3.16K ﹤0.01% 526
2020
Q3 		$10K Sell
374
-52
-12% -$1.38K ﹤0.01% 561
2020
Q2 		$11K Buy
426
+137
+47% +$3.64K ﹤0.01% 538
2020
Q1 		$7.6K Sell
289
-262
-48% -$8.24K ﹤0.01% 545
2019
Q4 		$17.9K Sell
551
-43
-7% -$1.39K ﹤0.01% 617
2019
Q3 		$20.5K Buy
+594
New +$19.9K ﹤0.01% 651

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

Evoke Wealth's EXC Position: Q2 2026 in Review

Evoke Wealth sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,270 shares — an estimated $209K sold.

Evoke Wealth first reported a position in EXC in Q3 2019 and held it in 14 quarters. The position peaked at $209K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Evoke Wealth reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,270 Exelon shares in Q2 2026, an estimated $209K.
  • Evoke Wealth first reported a position in Exelon in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Exelon position peaked at $209K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.