EWM
EXC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Evolution Wealth Management held its Exelon (EXC) position steady in Q1 2026 at 500 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #388.

Evolution Wealth Management first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Evolution Wealth Management held 500 shares of Exelon worth $24.5K as of Q1 2026.
  • Evolution Wealth Management left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #388 holding.
  • Evolution Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.