EWM
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Evolution Wealth Management’s Exelon EXC Stock Holding History

Evolution 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 		$23.3K Hold
500
– – 0.01% 441
2026
Q1 		$24.5K Hold
500
– – 0.02% 388
2025
Q4 		$21.8K Buy
500
+363
+265% +$16.6K 0.02% 346
2025
Q3 		$6.17K Hold
137
– – 0.01% 418
2025
Q2 		$5.95K Buy
+137
New +$6.1K 0.01% 427

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

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

Evolution Wealth Management held its Exelon (EXC) position steady in Q2 2026 at 500 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #441.

Evolution Wealth Management first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.5K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Evolution Wealth Management held 500 shares of Exelon worth $23.3K as of Q2 2026.
  • Evolution Wealth Management left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Evolution Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Exelon position peaked at $24.5K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.